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 $4.33 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
170,265
Previous 196,505
13.35%
Holding current value
$4.33 Million
Previous $5.18 Million
17.96%
% of portfolio
0.41%
Previous 0.47%
Shares
15 transactions
Others Institutions Holding SPAB
# of Institutions
487Shares Held
242MCall Options Held
300Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$581 Million0.29% of portfolio
-
Cwm, LLC15.1MShares$383 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC11.9MShares$304 Million7.2% of portfolio
-
Envestnet Asset Management Inc10.9MShares$276 Million0.1% of portfolio
-
Cerity Partners LLC New York, NY8.9MShares$226 Million0.59% of portfolio