Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BAYSTATE WEALTH MANAGEMENT LLC | 10-25-2023 | 09-30-2023 | 1043 | 1,214,358,917 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
PEGASYSTEMS INC COM | Stock | 1301 | $0 | 0 | 0.00 | 0.00 | 0 | NaN | 09-30-2023 |
LANDS END INC NEW COM | Stock | 1302 | $0 | 0 | 0.00 | 0 | NaN | 09-30-2023 |