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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL PAPER CO COM | Stock | 951 | $2,735 | 77 | 0.00 | 0.00 | 3 | 4.05 | 09-30-2023 |
| PINTEREST INC CL A | Stock | 952 | $2,703 | 100 | 0.00 | 0.00 | -411 | -80.43 | 09-30-2023 |
| BCE INC COM NEW | Stock | 953 | $2,672 | 70 | 0.00 | 70 | +Inf | 09-30-2023 | |
| ISHARES EXPONENTIAL TECHNOLOGIES ETF | ETF | 954 | $2,649 | 50 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
