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 |
|---|---|---|---|---|---|---|---|---|---|
| HENRY SCHEIN INC | COM | 451 | $258,195 | 4,028 | 0.00 | 0.00 | 17 | 0.42 | 06-30-2024 |
| MAINSTAY CBRE GBL INFRSTR ME | COM | 452 | $256,200 | 20,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | CORE S&P US VLU | 453 | $255,753 | 2,902 | 0.00 | 0.00 | 32 | 1.11 | 06-30-2024 |
| ISHARES TR | RUS MDCP VAL ETF | 454 | $254,754 | 2,110 | 0.00 | 2,110 | +Inf | 06-30-2024 |
