Beaumont Financial Advisors, LLC Financial Sector Spdr Transaction History
Beaumont Financial Advisors, LLC
- $1.06 Billion
- Q1 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 17,663 shares of XLF stock, worth $737,430. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,663
Previous 20,933
15.62%
Holding current value
$737,430
Previous $787,000
5.59%
% of portfolio
0.07%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding XLF
# of Institutions
1,730Shares Held
701MCall Options Held
167MPut Options Held
296M-
Jpmorgan Chase & CO New York, NY144MShares$6.02 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.06 Billion0.29% of portfolio
-
Morgan Stanley New York, NY35.8MShares$1.49 Billion0.12% of portfolio
-
Ubs Group Ag17.2MShares$720 Million0.18% of portfolio
-
Barclays PLC London, X016.6MShares$694 Million0.24% of portfolio