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 |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 401 | $306,980 | 1,190 | 0.00 | 0.00 | 12 | 1.02 | 06-30-2024 |
| ISHARES TR | S&P MC 400GR ETF | 402 | $306,261 | 3,476 | 0.00 | 0.00 | 1 | 0.03 | 06-30-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 403 | $305,478 | 3,647 | 0.00 | 0.00 | -199 | -5.17 | 06-30-2024 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 404 | $301,572 | 5,479 | 0.00 | 0.00 | 497 | 9.98 | 06-30-2024 |
