Beaumont Financial Partners, LLC Spdr Portfolio Aggregate Bond Transaction History
Beaumont Financial Partners, LLC
- $1.04 Billion
- Q3 2022
A detailed history of Beaumont Financial Partners, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 170,265 shares of SPAB stock, worth $4.29 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
170,265
Previous 196,505
13.35%
Holding current value
$4.29 Million
Previous $5.18 Million
17.96%
% of portfolio
0.41%
Previous 0.47%
Shares
15 transactions
Others Institutions Holding SPAB
# of Institutions
462Shares Held
237MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$574 Million0.32% of portfolio
-
Cwm, LLC12.2MShares$307 Million1.5% of portfolio
-
Envestnet Asset Management Inc10.2MShares$256 Million0.1% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC9.95MShares$251 Million5.73% of portfolio
-
Cerity Partners LLC New York, NY8.58MShares$216 Million0.58% of portfolio