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 |
|---|---|---|---|---|---|---|---|---|---|
| AKAMAI TECH | Stock | 651 | $10,654 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 652 | $10,540 | 698 | 0.00 | 0.00 | -119 | -14.57 | 09-30-2023 |
| ADVANCED MICRO DEVICES INC COM | Stock | 653 | $10,353 | 100 | 0.00 | 0.00 | -25 | -20.00 | 09-30-2023 |
| FOX CORP CL A COM | Stock | 654 | $10,265 | 329 | 0.00 | 0.00 | 3 | 0.92 | 09-30-2023 |
