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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | IG FLOATING RATE | 151 | $994,992 | 39,004 | 0.00 | 39,004 | +Inf | 06-30-2024 | |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 152 | $983,982 | 21,900 | 0.00 | 0.00 | 459 | 2.14 | 06-30-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 153 | $976,016 | 12,505 | 0.00 | 0.00 | -96 | -0.76 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 154 | $949,836 | 8,433 | 0.00 | 0.00 | 3,747 | 79.96 | 06-30-2024 |
