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 |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC COM | Stock | 701 | $219,361 | 468 | 0.00 | 0.00 | -23 | -4.68 | 06-30-2024 |
| TRIMBLE INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 3,403 | +Inf | 06-30-2024 | |
| ASML HOLDING N V N Y REGISTRY SHS | ADR | 703 | $218,864 | 214 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| CABOT CORP COM | Stock | 704 | $218,606 | 2,379 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
