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 |
|---|---|---|---|---|---|---|---|---|---|
| HUBBELL INC COM | Stock | 1201 | $461 | 1 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| LIBERTY MEDIA CORP DEL COM LBTY SRM S A | Stock | 1202 | $458 | 18 | 0.00 | 18 | +Inf | 09-30-2023 | |
| ISHARES FALLEN ANGELS USD BOND ETF | ETF | 1203 | $453 | 18 | 0.00 | 0.00 | -665 | -97.36 | 09-30-2023 |
| EVERBRIDGE INC COM | Stock | 1204 | $448 | 20 | 0.00 | 20 | +Inf | 09-30-2023 |
