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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | ETF | 501 | $22,751 | 456 | 0.00 | 456 | +Inf | 09-30-2023 | |
| SAFETY SHOT INC COM NEW | Stock | 502 | $22,425 | 15,000 | 0.00 | 15,000 | +Inf | 09-30-2023 | |
| S&P GLOBAL INC COM | Stock | 503 | $22,333 | 61 | 0.00 | 0.00 | -21 | -25.61 | 09-30-2023 |
| HILTON WORLDWIDE HLDGS INC COM | Stock | 504 | $22,227 | 148 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
