Baystate Wealth Management LLC Invesco S&P Smallcap Health Ca Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
Shares
1 transactions
Others Institutions Holding PSCH
# of Institutions
86Shares Held
905KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.5KShares$4.54 Million0.0% of portfolio
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Wbi Investments, Inc.92.8KShares$4.32 Million1.06% of portfolio
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Wells Fargo & Company San Francisco, CA83.4KShares$3.88 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC55.5KShares$2.58 Million0.0% of portfolio
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Pacific Sun Financial Corp53.6KShares$2.49 Million1.46% of portfolio