Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BAYSTATE WEALTH MANAGEMENT LLC | 10-25-2023 | 09-30-2023 | 1043 | 1,214,358,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONAGRA BRANDS INC COM | Stock | 1001 | $1,966 | 71 | 0.00 | 0.00 | 1 | 1.43 | 09-30-2023 |
| JOBY AVIATION INC COMMON STOCK | Stock | 1002 | $1,935 | 300 | 0.00 | 300 | +Inf | 09-30-2023 | |
| V F CORP COM | Stock | 1003 | $1,912 | 108 | 0.00 | 0.00 | 4 | 3.85 | 09-30-2023 |
| VERISK ANALYTICS INC COM | Stock | 1004 | $1,908 | 8 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
