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 |
|---|---|---|---|---|---|---|---|---|---|
| VIPSHOP HLDGS LTD SPONSORED ADS A | ADR | 701 | $8,405 | 525 | 0.00 | 525 | +Inf | 09-30-2023 | |
| SUN LIFE FINANCIAL INC. COM | Stock | 702 | $8,288 | 169 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| QUANTA SVCS INC COM | Stock | 703 | $8,255 | 44 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| DATADOG INC CL A COM | Stock | 704 | $8,198 | 90 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
