Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DAYMARK WEALTH PARTNERS LLC | 04-10-2024 | 03-31-2024 | 431 | 1,858,246,894 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 201 | $988,148 | 5,411 | 0.00 | 0.00 | 3,454 | 176.49 | 03-31-2024 |
| HCA HEALTHCARE INC | COM | 202 | $987,582 | 2,961 | 0.00 | 0.00 | -37 | -1.23 | 03-31-2024 |
| ISHARES TR | MSCI EMG MKT ETF | 203 | $983,866 | 23,950 | 0.00 | 0.00 | 539 | 2.30 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 204 | $973,669 | 4,568 | 0.00 | 0.00 | -75 | -1.62 | 03-31-2024 |
