Beaumont Financial Advisors, LLC's ownership history for XLI

Beaumont Financial Advisors, LLC currently holds 9.7K shares with a market value of $1.5M. It started holding XLI on 2024-09-30. At its peak, it held 10.2K shares on 2024-09-30. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 9.0K shares on 2025-06-30, with a value of $1.2M on 2025-03-31. In the recent 180 days, Beaumont Financial Advisors, LLC has increased its shares by 738. In the recent year, Beaumont Financial Advisors, LLC has increased its shares by 13.