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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING INC | COM | 151 | $2,279,935 | 9,552 | 0.00 | 0.00 | 224 | 2.40 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 152 | $2,275,533 | 27,077 | 0.00 | 0.00 | -1,043 | -3.71 | 06-30-2024 |
| ISHARES TR | CORE US AGGBD ET | 153 | $2,220,097 | 22,871 | 0.00 | 0.00 | 7,266 | 46.56 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 154 | $2,214,987 | 191,774 | 0.00 | 0.00 | 6,270 | 3.38 | 06-30-2024 |
