Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DAYMARK WEALTH PARTNERS LLC 04-10-2024 03-31-2024 431 1,858,246,894
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $118,084,487 823,826 0.01 0.01 273 0.03 03-31-2024
MICROSOFT CORP COM 2 $115,942,912 370,356 0.01 0.01 1,286 0.35 03-31-2024
NVIDIA CORPORATION COM 3 $101,690,318 112,544 0.01 0.00 -7,951 -6.60 03-31-2024
PROCTER AND GAMBLE CO COM 4 $76,659,255 590,743 0.00 0.00 -7,064 -1.18 03-31-2024
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