Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DAYMARK WEALTH PARTNERS LLC | 04-10-2024 | 03-31-2024 | 431 | 1,858,246,894 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
GENERAL ELECTRIC CO | COM NEW | 101 | $3,179,381 | 18,113 | 0.00 | 0.00 | -913 | -4.80 | 03-31-2024 |
INTERNATIONAL PAPER CO | COM | 102 | $3,100,898 | 79,469 | 0.00 | 0.00 | 1,527 | 1.96 | 03-31-2024 |
LINDE PLC | SHS | 103 | $3,088,358 | 6,651 | 0.00 | 0.00 | -42 | -0.63 | 03-31-2024 |
ISHARES TR | RUSSELL 2000 ETF | 104 | $3,074,588 | 14,620 | 0.00 | 0.00 | 1,890 | 14.85 | 03-31-2024 |