Beaumont Financial Advisors, LLC Utilities Sector Spdr Transaction History

Beaumont Financial Advisors, LLC

$1.14 Billion
Q4 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 4,334 shares of XLU stock, worth $334,974. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,334

Previous 4,616 6.11%

Holding current value

$334,974

Previous $372,000 11.83%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$74.89 - $82.93 $21,118 - $23,386	-282 Reduced 6.11%	4,334 $328,000
Q3 2024 Oct 09, 2024	SELL	$67.67 - $80.78 $541 - $646	-8 Reduced 0.17%	4,616 $372,000
Q2 2024 Jul 24, 2024	SELL	$62.77 - $72.87 $10,545 - $12,242	-168 Reduced 3.51%	4,624 $315,000
Q1 2024 May 10, 2024	SELL	$59.95 - $65.65 $2,218 - $2,429	-37 Reduced 0.77%	4,792 $314,000
Q4 2023 Jan 31, 2024	SELL	$56.19 - $65.96 $5,619 - $6,595	-100 Reduced 2.03%	4,829 $305,000
Q3 2023 Nov 01, 2023	BUY	$58.83 - $68.46 $117 - $136	2 Added 0.04%	4,929 $290,000
Q2 2023 Aug 02, 2023	SELL	$64.34 - $69.97 $10,809 - $11,754	-168 Reduced 3.3%	4,927 $322,000
Q1 2023 May 08, 2023	SELL	$63.7 - $72.08 $8,790 - $9,947	-138 Reduced 2.64%	5,095 $344,000
Q4 2022 Jan 25, 2023	BUY	$61.52 - $72.67 $321,934 - $380,282	5,233 New	5,233 $0

Others Institutions Holding XLU

# of Institutions

1,548

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Beaumont Financial Advisors, LLC Utilities Sector Spdr Transaction History