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 |
|---|---|---|---|---|---|---|---|---|---|
| SLM CORP COM | Stock | 1151 | $892 | 65 | 0.00 | 0.00 | 1 | 1.56 | 09-30-2023 |
| ROLLINS INC COM | Stock | 1152 | $872 | 23 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CANOPY GROWTH CORP COM | Stock | 1153 | $849 | 1,084 | 0.00 | 0.00 | 641 | 144.70 | 09-30-2023 |
| UNITY SOFTWARE INC COM | Stock | 1154 | $848 | 27 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
