Beaumont Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Beaumont Financial Advisors, LLC
- $1.14 Billion
- Q4 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,697 shares of SPTM stock, worth $316,295. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,697
Previous 4,697
-0.0%
Holding current value
$316,295
Previous $329,000
1.82%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
687Shares Held
89.7MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$566 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$234 Million1.8% of portfolio
-
Cwm, LLC3.16MShares$213 Million0.86% of portfolio
-
Private Advisor Group, LLC3.03MShares$204 Million1.24% of portfolio
-
Valmark Advisers, Inc.2.66MShares$179 Million2.76% of portfolio