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 |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | COM | 201 | $724,905 | 1,433 | 0.00 | 0.00 | -74 | -4.91 | 06-30-2024 |
| ISHARES TR | EXPONENTIAL TECH | 202 | $716,961 | 12,187 | 0.00 | 0.00 | -167 | -1.35 | 06-30-2024 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 203 | $715,106 | 32,183 | 0.00 | 0.00 | -95 | -0.29 | 06-30-2024 |
| DISNEY WALT CO | COM | 204 | $714,901 | 7,200 | 0.00 | 0.00 | -3,402 | -32.09 | 06-30-2024 |
