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 |
|---|---|---|---|---|---|---|---|---|---|
| POWERSHARES ACTIVELY MANAGED | VAR RATE INVT | 101 | $1,440,064 | 57,282 | 0.00 | 0.00 | 43,715 | 322.22 | 06-30-2024 |
| ISHARES TR | CORE S&P TTL STK | 102 | $1,435,382 | 12,084 | 0.00 | 0.00 | 110 | 0.92 | 06-30-2024 |
| CISCO SYS INC | COM | 103 | $1,387,625 | 29,207 | 0.00 | 0.00 | -6,124 | -17.33 | 06-30-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 104 | $1,382,039 | 2,397 | 0.00 | 0.00 | 185 | 8.36 | 06-30-2024 |
