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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 301 | $985,983 | 12,680 | 0.00 | 0.00 | -136 | -1.06 | 06-30-2024 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 302 | $973,209 | 2,488 | 0.00 | 0.00 | 30 | 1.22 | 06-30-2024 |
| TRAVELERS COMPANIES INC COM | Stock | 303 | $963,085 | 4,736 | 0.00 | 0.00 | 22 | 0.47 | 06-30-2024 |
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | 304 | $953,261 | 12,868 | 0.00 | 0.00 | -499 | -3.73 | 06-30-2024 |
