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 SER TR DJ WILSHIRE MID CAP GROWTH ETF | ETF | 551 | $17,984 | 260 | 0.00 | 0.00 | 2 | 0.78 | 09-30-2023 |
| VERTEX PHARMACEUTICALS IN | Stock | 552 | $17,735 | 51 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| DISCOVER FINANCIAL SERVICES LLC | Stock | 553 | $17,603 | 203 | 0.00 | 0.00 | 125 | 160.26 | 09-30-2023 |
| REPLIGEN CORP COM | Stock | 554 | $17,491 | 110 | 0.00 | 0.00 | 65 | 144.44 | 09-30-2023 |
