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 |
|---|---|---|---|---|---|---|---|---|---|
| TYLER TECHNOLOGIES INC COM | Stock | 1051 | $1,545 | 4 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| UNDER ARMOUR INC CL C | Stock | 1052 | $1,538 | 241 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| UNDER ARMOUR INC CL A | Stock | 1053 | $1,528 | 223 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| AMERICAN OUTDOOR BRANDS INC COM | Stock | 1054 | $1,518 | 155 | 0.00 | 155 | +Inf | 09-30-2023 |
