Beaumont Financial Advisors, LLC Financial Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 17,068 shares of XLF stock, worth $884,463. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,068

Previous 17,068 -0.0%

Holding current value

$884,463

Previous $773,000 6.6%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$40.84 - $45.74 $12,047 - $13,493	-295 Reduced 1.7%	17,068 $773,000
Q2 2024 Jul 24, 2024	SELL	$39.59 - $42.49 $11,877 - $12,747	-300 Reduced 1.7%	17,363 $713,000
Q1 2024 May 10, 2024	SELL	$37.27 - $42.12 $121,872 - $137,732	-3,270 Reduced 15.62%	17,663 $743,000
Q4 2023 Jan 31, 2024	BUY	$31.45 - $37.72 $32,739 - $39,266	1,041 Added 5.23%	20,933 $787,000
Q3 2023 Nov 01, 2023	BUY	$33.17 - $35.6 $6,899 - $7,404	208 Added 1.06%	19,892 $659,000
Q2 2023 Aug 02, 2023	BUY	$31.55 - $33.71 $72,785 - $77,768	2,307 Added 13.28%	19,684 $663,000
Q4 2022 Jan 25, 2023	BUY	$30.29 - $36.31 $526,349 - $630,958	17,377 New	17,377 $0

Others Institutions Holding XLF

# of Institutions

1,933

Shares Held

731M

Call Options Held

160M

Put Options Held

321M

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About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Financial Sector Spdr Transaction History