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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO COM | Stock | 351 | $745,211 | 9,607 | 0.00 | 0.00 | 88 | 0.92 | 06-30-2024 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 352 | $732,686 | 7,008 | 0.00 | 0.00 | 2,225 | 46.52 | 06-30-2024 |
| INTUIT COM | Stock | 353 | $730,118 | 1,111 | 0.00 | 0.00 | 3 | 0.27 | 06-30-2024 |
| COMCAST CORP NEW CL A | Stock | 354 | $725,687 | 18,531 | 0.00 | 0.00 | -967 | -4.96 | 06-30-2024 |
