Beaumont Financial Advisors’s Global X Millennial Consumer ETF MILN Stock Holding History

Beaumont Financial Advisors’s Portfolio MILN Stock Details MILN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-168,597	Closed	-$6.31M	–	354
2020 Q4	$6.31M	Buy	168,597 +35,817	+27%	+$1.23M	0.56%	61
2020 Q3	$4.14M	Buy	+132,780	New	+$4.01M	0.4%	69

Other funds holding MILN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $949M AUM 19.53% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return