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 |
|---|---|---|---|---|---|---|---|---|---|
| AMEREN CORP | Stock | 801 | $5,239 | 70 | 0.00 | 0.00 | 1 | 1.45 | 09-30-2023 |
| CAPITAL ONE FINANCIAL CORP | Stock | 802 | $5,231 | 53 | 0.00 | 0.00 | -20 | -27.40 | 09-30-2023 |
| SELECT MED HLDGS CORP COM | Stock | 803 | $5,229 | 206 | 0.00 | 0.00 | 1 | 0.49 | 09-30-2023 |
| VANGUARD CONSUMER STAPLES ETF | ETF | 804 | $5,180 | 28 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
