Beaumont Financial Partners, LLC Spdr Portfolio Short Term Trea Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 14,973 shares of SPTS stock, worth $435,714. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,973
Previous 15,288 2.06%
Holding current value
$435,714
Previous $450,000 3.78%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$28.84 - $29.57 $9,084 - $9,314
-315 Reduced 2.06%
14,973 $433,000
Q2 2022

Aug 04, 2022
BUY
$29.16 - $29.7 $176,009 - $179,269
6,036 Added 65.24%
15,288 $450,000
Q4 2021

Feb 07, 2022
SELL
$30.42 - $30.64 $12,745 - $12,838
-419 Reduced 4.33%
9,252 $282,000
Q3 2021

Nov 12, 2021
BUY
$30.62 - $30.7 $12,829 - $12,863
419 Added 4.53%
9,671 $296,000
Q1 2021

May 04, 2021
SELL
$30.64 - $30.7 $12,776 - $12,801
-417 Reduced 4.31%
9,252 $284,000
Q4 2020

Feb 08, 2021
SELL
$30.65 - $30.71 $6.37 Million - $6.38 Million
-207,698 Reduced 95.55%
9,669 $297,000
Q3 2020

Nov 02, 2020
BUY
$30.69 - $30.73 $5.52 Million - $5.53 Million
179,803 Added 478.66%
217,367 $6.67 Million
Q2 2020

Aug 05, 2020
SELL
$30.66 - $30.74 $39 Million - $39.1 Million
-1,270,909 Reduced 97.13%
37,564 $1.15 Million
Q1 2020

May 08, 2020
BUY
$29.96 - $30.72 $39.2 Million - $40.2 Million
1,308,473 New
1,308,473 $40.2 Million

Others Institutions Holding SPTS

# of Institutions
398
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

SPTS Quotes by TradingView
  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email