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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 251 | $897,835 | 6,290 | 0.00 | 0.00 | 864 | 15.92 | 06-30-2024 |
| ROCKWELL AUTOMATION INC | COM | 252 | $892,458 | 3,242 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COTERRA ENERGY INC | COM | 253 | $892,245 | 33,455 | 0.00 | 0.00 | 6,414 | 23.72 | 06-30-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 254 | $889,427 | 2,704 | 0.00 | 0.00 | 380 | 16.35 | 06-30-2024 |
