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
541Shares Held
271MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC25.7MShares$653 Million0.27% of portfolio
-
Cwm, LLC16.3MShares$415 Million1.69% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC12.8MShares$326 Million6.21% of portfolio
-
Envestnet Asset Management Inc10.9MShares$278 Million0.09% of portfolio
-
State Street Corp Boston, MA10.2MShares$259 Million0.01% of portfolio