Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BEAUMONT FINANCIAL ADVISORS LLC | 05-10-2024 | 03-31-2024 | 364 | 1,213,000,397 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ANSYS INC | COM | Liquidated | $0 | 0 | 0.00 | 596 | +Inf | 03-31-2024 | |
EASTMAN CHEM CO | COM | Liquidated | $0 | 0 | 0.00 | 2,400 | +Inf | 03-31-2024 | |
NUSHARES ETF TR | NUVEEN ESG LRGCP | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,673 | -54.23 | 03-31-2024 |
UNITED PARCEL SERVICE INC CL B | Stock | 704 | $215,285 | 1,448 | 0.00 | 1,448 | +Inf | 03-31-2024 |