Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAUMONT FINANCIAL ADVISORS LLC | 07-24-2024 | 06-30-2024 | 365 | 1,250,132,926 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INDUSTRIAL SELECT SECTOR SPDR FUND | ETF | 251 | $1,362,628 | 11,181 | 0.00 | 0.00 | -305 | -2.66 | 06-30-2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | ETF | 252 | $1,360,388 | 2,542 | 0.00 | 0.00 | -21 | -0.82 | 06-30-2024 |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 253 | $1,356,640 | 17,556 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 254 | $1,342,118 | 27,157 | 0.00 | 0.00 | -138 | -0.51 | 06-30-2024 |
