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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST | ETF | 451 | $29,481 | 804 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| DOW INC COM | Stock | 452 | $29,284 | 567 | 0.00 | 0.00 | 26 | 4.81 | 09-30-2023 |
| FIRST TRUST TECHNOLOGY ALPHADEX FUND | ETF | 453 | $29,283 | 263 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| TETRA TECH INC NEW COM | Stock | 454 | $29,246 | 192 | 0.00 | 0.00 | -45 | -18.99 | 09-30-2023 |
