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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 501 | $376,601 | 2,063 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ETF | 502 | $374,900 | 10,687 | 0.00 | 0.00 | 44 | 0.41 | 06-30-2024 |
| ALPS ETF TR | ALERIAN MLP | Liquidated | $0 | 0 | 0.00 | 0.00 | 161 | 1.88 | 03-31-2024 |
| VANGUARD MID-CAP VALUE ETF | ETF | 504 | $371,111 | 2,467 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
