Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAY COLONY ADVISORY GROUP INC D/B/A BAY COLONY ADVISORS | 07-24-2024 | 06-30-2024 | 424 | 598,883,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 1 | $27,642,755 | 837,659 | 0.00 | 0.00 | 85,011 | 11.29 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $24,977,558 | 93,371 | 0.00 | 0.00 | 2,211 | 2.43 | 06-30-2024 |
| APPLE INC | COM | 3 | $20,260,613 | 96,195 | 0.00 | 0.00 | 394 | 0.41 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $16,489,928 | 85,330 | 0.00 | 0.00 | -149 | -0.17 | 06-30-2024 |
