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 $343,961. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,697
Previous 4,697
-0.0%
Holding current value
$343,961
Previous $329,000
1.82%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
660Shares Held
91.8MCall Options Held
11.9KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.4MShares$615 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
-
Cwm, LLC3.36MShares$246 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$222 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio