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 |
|---|---|---|---|---|---|---|---|---|---|
| DIAGEO PLC | SPON ADR NEW | 501 | $250,315 | 1,985 | 0.00 | 0.00 | 17 | 0.86 | 06-30-2024 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 502 | $248,911 | 5,865 | 0.00 | 5,865 | +Inf | 06-30-2024 | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 503 | $248,765 | 5,111 | 0.00 | 0.00 | 26 | 0.51 | 06-30-2024 |
| FREEPORT-MCMORAN INC | CL B | 504 | $247,861 | 5,100 | 0.00 | 0.00 | -213 | -4.01 | 06-30-2024 |
