Baystate Wealth Management LLC Franklin U.S. Low Volatility H Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
4 transactions
Others Institutions Holding LVHD
# of Institutions
85Shares Held
7.86MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.14MShares$45.7 Million0.1% of portfolio
-
Albion Financial Group1.14MShares$45.7 Million3.26% of portfolio
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Morgan Stanley New York, NY1.06MShares$42.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC764KShares$30.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC511KShares$20.5 Million0.0% of portfolio