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 |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 471 | 4.66 | 03-31-2024 |
| PFIZER INC COM | Stock | 402 | $531,351 | 19,148 | 0.00 | 19,148 | +Inf | 03-31-2024 | |
| PGIM ETF TR | ACTIVE AGGREGATE | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,631 | -43.64 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | Liquidated | $0 | 0 | 0.00 | 0.00 | 24 | 1.63 | 03-31-2024 |
