Beaumont Financial Partners, LLC Closed Holding Positions

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2021 Filed on Nov 12, 2021
470,403
$25.22 - $26.36 $11.9M - $12.4M
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2021 Filed on Nov 12, 2021
8,216
$30.62 - $30.66 $252K - $252K
PAVE
Global X Fds Us Infrastructure

ETFs
Q3 2021 Filed on Nov 12, 2021
311,139
$24.68 - $27.63 $7.68M - $8.6M
JHME
John Hancock Exchange Trade Fd

ETFs
Q3 2021 Filed on Nov 12, 2021
19,175
N/A
CCI
Crown Castle International Corp

Real Estate
Q3 2021 Filed on Nov 12, 2021
1,038
$173.32 - $203.28 $180K - $211K
JHMS
John Hancock ETF Tr Multifacto

ETFs
Q3 2021 Filed on Nov 12, 2021
9,960
$33.84 - $35.49 $337K - $353K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q3 2021 Filed on Nov 12, 2021
4,157
$43.96 - $68.27 $183K - $284K
GNR
Spdr S&P Global Natural Resour

ETFs
Q3 2021 Filed on Nov 12, 2021
263,006
$49.31 - $53.73 $13M - $14.1M
John Hancock Exchange Traded Fund
Q3 2021 Filed on Nov 12, 2021
6,616
N/A
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
Q3 2021 Filed on Nov 12, 2021
212,553
$38.92 - $43.2 $8.27M - $9.18M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
18,034
$56.86 - $65.34 $1.03M - $1.18M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2021 Filed on Aug 04, 2021
8,688
$42.87 - $46.35 $372K - $403K
EWP
Ishares Inc Msci Spain ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
27,096
$27.63 - $30.77 $749K - $834K
EWI
Ishares Inc Msci Italy ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
23,668
$31.49 - $34.47 $745K - $816K
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q2 2021 Filed on Aug 04, 2021
23,427
$60.75 - $68.0 $1.42M - $1.59M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
126,159
$42.16 - $53.93 $5.32M - $6.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2021 Filed on Aug 04, 2021
3,001
$48.92 - $52.14 $147K - $156K
IEZ
Ishares Tr

ETFs
Q2 2021 Filed on Aug 04, 2021
24,694
$12.23 - $17.07 $302K - $422K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2021 Filed on Aug 04, 2021
3,575
$86.44 - $94.72 $309K - $339K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q2 2021 Filed on Aug 04, 2021
126,048
$105.67 - $105.71 $13.3M - $13.3M
MTD
Mettler Toledo International Inc

Healthcare
Q1 2021 Filed on May 04, 2021
202
$1038.47 - $1268.8 $210K - $256K
F
Ford Motor CO

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
13,448
$8.52 - $13.37 $115K - $180K
CELGRT
Bristol Myers Squibb CO Cont V
Q1 2021 Filed on May 04, 2021
15,000
N/A
INFY
Infosys LTD

Technology
Q1 2021 Filed on May 04, 2021
12,929
$16.88 - $19.33 $218K - $250K
OMC
Omnicom Group Inc.

Communication Services
Q1 2021 Filed on May 04, 2021
14,133
$60.88 - $77.78 $860K - $1.1M
ARKW
Ark Next Generation Internet E

ETFs
Q1 2021 Filed on May 04, 2021
33,854
$138.36 - $187.47 $4.68M - $6.35M
BNDX
Vanguard Total International B

ETFs
Q1 2021 Filed on May 04, 2021
4,317
$56.78 - $58.56 $245K - $253K
MILN
Global X Funds Global X Millen

ETFs
Q1 2021 Filed on May 04, 2021
168,597
$36.76 - $41.92 $6.2M - $7.07M
STOT
Spdr Doubleline Short Duration

ETFs
Q1 2021 Filed on May 04, 2021
10,286
$49.56 - $50.07 $510K - $515K
Bristol Myers Squibb CO Contngnt Val Rt
Q1 2021 Filed on May 04, 2021
14,603
N/A
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 04, 2021
77,969
$89.06 - $136.0 $6.94M - $10.6M
HPE
Hewlett Packard Enterprise CO

Technology
Q1 2021 Filed on May 04, 2021
15,242
$11.57 - $16.05 $176K - $245K
EWA
Ishares Msci Australia ETF

ETFs
Q1 2021 Filed on May 04, 2021
11,889
$23.75 - $25.8 $282K - $307K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on May 04, 2021
30,626
$38.5 - $45.06 $1.18M - $1.38M
RXI
Ishares Tr

ETFs
Q1 2021 Filed on May 04, 2021
2,514
$154.24 - $166.7 $388K - $419K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2021 Filed on May 04, 2021
673
$465.18 - $551.79 $313K - $371K
Ishares Gold Trust
Q1 2021 Filed on May 04, 2021
17,503
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2021 Filed on May 04, 2021
4,898
$58.97 - $61.74 $289K - $302K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2021 Filed on May 04, 2021
15,881
$53.19 - $57.0 $845K - $905K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q4 2020 Filed on Feb 08, 2021
4,996
$101.83 - $102.35 $509K - $511K
JBLU
Jetblue Airways Corp

Industrials
Q4 2020 Filed on Feb 08, 2021
38,912
$11.11 - $15.89 $432K - $618K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
12,701
$65.54 - $84.65 $832K - $1.08M
SCHO
Schwab Short Term Us Treasury

ETFs
Q4 2020 Filed on Feb 08, 2021
6,006
$51.37 - $51.48 $309K - $309K
Invesco Exchange Traded Fd Tr
Q4 2020 Filed on Feb 08, 2021
21,246
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
3,121
$124.65 - $127.65 $389K - $398K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q4 2020 Filed on Feb 08, 2021
5,089
$43.72 - $45.44 $222K - $231K
TOK
Ishares Msci Kokusai ETF

ETFs
Q4 2020 Filed on Feb 08, 2021
4,702
$72.16 - $83.6 $339K - $393K
VNLA
Janus Henderson Short Duration

ETFs
Q4 2020 Filed on Feb 08, 2021
5,016
$50.37 - $50.5 $253K - $253K
Invesco Exchange Traded Fd Tr
Q4 2020 Filed on Feb 08, 2021
165,336
N/A
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