Beaumont Financial Advisors, LLC Spdr Ser Tr Spdr S&P Biotech E Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr Ser Tr Spdr S&P Biotech E stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,472 shares of XBI stock, worth $312,098. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,472
Previous 3,449 0.67%
Holding current value
$312,098
Previous $319,000 7.52%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$90.87 - $102.43 $2,090 - $2,355
23 Added 0.67%
3,472 $343,000
Q2 2024

Jul 24, 2024
SELL
$82.22 - $94.12 $29,023 - $33,224
-353 Reduced 9.28%
3,449 $319,000
Q1 2024

May 10, 2024
SELL
$87.05 - $102.89 $4,787 - $5,658
-55 Reduced 1.43%
3,802 $360,000
Q4 2022

Jan 25, 2023
BUY
$76.72 - $85.66 $295,909 - $330,390
3,857 New
3,857 $0

Others Institutions Holding XBI

# of Institutions
927
Shares Held
101M
Call Options Held
28.4M
Put Options Held
33.4M
View Full List

About SPDR SER TR SPDR S&P BIOTECH E

XBI Quotes by TradingView
  • Ticker XBI
  • Sector ETFs
  • Industry ETFs
More about XBI
Track This Portfolio

Track Beaumont Financial Advisors, LLC Portfolio

Follow Beaumont Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email