First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2024-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
Beaumont Financial Advisors, LLCCIK 0001957394 | 35,000 | $5.60K | +25,000 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Beaumont Financial Advisors, LLC↑ INC | +25,000 | $5.60K |