Beaumont Financial Advisors, LLC Select Sector Spdr Fund Health Transaction History
Beaumont Financial Advisors, LLC
- $1.1 Billion
- Q2 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 6,332 shares of XLV stock, worth $949,546. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,332
Previous 5,701
11.07%
Holding current value
$949,546
Previous $842,000
9.5%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding XLV
# of Institutions
1,837Shares Held
204MCall Options Held
9.43MPut Options Held
12.7M-
Bank Of America Corp Charlotte, NC41.6MShares$6.24 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY14.2MShares$2.12 Billion0.19% of portfolio
-
Morgan Stanley New York, NY11.7MShares$1.75 Billion0.14% of portfolio
-
Envestnet Asset Management Inc7.43MShares$1.11 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA6.98MShares$1.05 Billion0.25% of portfolio