Beaumont Financial Advisors, LLC Consumer Staples Sector Spdr Transaction History
Beaumont Financial Advisors, LLC
- $1.13 Billion
- Q1 2025
A detailed history of Beaumont Financial Advisors, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 24,941 shares of XLP stock, worth $1.9 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
24,941
Previous 25,071
0.52%
Holding current value
$1.9 Million
Previous $1.91 Million
0.52%
% of portfolio
0.17%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding XLP
# of Institutions
1,387Shares Held
175MCall Options Held
10.4MPut Options Held
14.2M-
Bank Of America Corp Charlotte, NC30.5MShares$2.32 Billion0.19% of portfolio
-
Morgan Stanley New York, NY10.2MShares$774 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY8.38MShares$637 Million0.05% of portfolio
-
Goldman Sachs Group Inc New York, NY6.87MShares$522 Million0.09% of portfolio
-
Envestnet Asset Management Inc4.89MShares$372 Million0.12% of portfolio