Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DAYMARK WEALTH PARTNERS LLC | 08-14-2024 | 06-30-2024 | 496 | 2,179,924,240 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 101 | $4,442,250 | 97,461 | 0.00 | 0.00 | -41,751 | -29.99 | 06-30-2024 |
| M & T BK CORP | COM | 102 | $4,192,349 | 27,698 | 0.00 | 0.00 | 12,538 | 82.70 | 06-30-2024 |
| DANAHER CORPORATION | COM | 103 | $4,122,025 | 16,498 | 0.00 | 0.00 | 485 | 3.03 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 104 | $4,041,552 | 10,806 | 0.00 | 0.00 | 8,568 | 382.84 | 06-30-2024 |
