Beaumont Financial Advisors, LLC Select Sector Spdr Consumer Di Transaction History
Beaumont Financial Advisors, LLC
- $1.06 Billion
- Q1 2024
A detailed history of Beaumont Financial Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 7,865 shares of XLY stock, worth $1.49 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,865
Previous 8,710
9.7%
Holding current value
$1.49 Million
Previous $1.56 Million
7.13%
% of portfolio
0.14%
Previous 0.16%
Shares
4 transactions
Others Institutions Holding XLY
# of Institutions
1,271Shares Held
82.5MCall Options Held
9.96MPut Options Held
13.9M-
Bank Of America Corp Charlotte, NC20.8MShares$3.96 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY4.05MShares$769 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.41MShares$648 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.91MShares$553 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.39MShares$453 Million0.17% of portfolio