Baystate Wealth Management LLC Ishares Msci Usa Size Factor E Call Options Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SIZE

# of Institutions

73

Shares Held

1.75M

Call Options Held

0

Put Options Held

0

Black Rock Inc. New York, NY

429K
Shares

$64.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

424K
Shares

$63.2 Million
0.01% of portfolio
Envestnet Asset Management Inc

184K
Shares

$27.4 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

163K
Shares

$24.4 Million
25.31% of portfolio
Trinity Wealth Management, LLC

112K
Shares

$16.7 Million
7.52% of portfolio

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