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 CORE 1-5 YEAR USD BOND ETF | ETF | 651 | $246,211 | 5,190 | 0.00 | 5,190 | +Inf | 03-31-2024 | |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND PIMCO INTERME | ETF | 652 | $245,822 | 4,685 | 0.00 | 4,685 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE 1-5 YR USD | Liquidated | $0 | 0 | 0.00 | 0.00 | 46 | 0.90 | 03-31-2024 |
| HERSHEY CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -0.30 | 03-31-2024 |
