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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P MC 400GR ETF | 201 | $1,365,159 | 15,494 | 0.00 | 15,494 | +Inf | 06-30-2024 | |
| VALERO ENERGY CORP | COM | 202 | $1,356,601 | 8,654 | 0.00 | 0.00 | -3 | -0.03 | 06-30-2024 |
| ALTRIA GROUP INC | COM | 203 | $1,347,900 | 29,592 | 0.00 | 0.00 | 1,598 | 5.71 | 06-30-2024 |
| CABOT CORP | COM | 204 | $1,319,081 | 14,355 | 0.00 | 0.00 | 768 | 5.65 | 06-30-2024 |
