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 |
|---|---|---|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | Liquidated | $0 | 0 | 0.00 | 3,465 | +Inf | 06-30-2024 | |
| ISHARES TR | IBOXX HI YD ETF | 602 | $218,559 | 2,833 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 603 | $217,221 | 8,074 | 0.00 | 0.00 | 436 | 5.71 | 06-30-2024 |
| ISHARES TR | HDG MSCI JAPAN | 604 | $215,582 | 4,940 | 0.00 | 0.00 | -325 | -6.17 | 06-30-2024 |
