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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | INTRM GOV CR ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,711 | -38.19 | 12-31-2023 |
| PAYCHEX INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZOETIS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 105 | 8.02 | 03-31-2024 |
| 3M CO COM | Stock | 604 | $275,888 | 2,601 | 0.00 | 2,601 | +Inf | 03-31-2024 |
