Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAUMONT FINANCIAL ADVISORS LLC | 05-10-2024 | 03-31-2024 | 364 | 1,213,000,397 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | Liquidated | $0 | 0 | 0.01 | 0.01 | -4,910 | -1.61 | 03-31-2024 |
| MICROSOFT CORP COM | Stock | 2 | $57,340,401 | 136,291 | 0.00 | 136,291 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -161 | -0.12 | 03-31-2024 |
| APPLE INC COM | Stock | 4 | $50,914,580 | 296,913 | 0.00 | 296,913 | +Inf | 03-31-2024 |
