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 |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN AMT FREE MUN CR INC F | COM | 301 | $407,025 | 33,500 | 0.00 | 33,500 | +Inf | 03-31-2024 | |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 302 | $406,966 | 6,469 | 0.00 | 0.00 | -109,306 | -94.41 | 03-31-2024 |
| OREILLY AUTOMOTIVE INC | COM | 303 | $401,881 | 356 | 0.00 | 0.00 | 91 | 34.34 | 03-31-2024 |
| CLEVELAND-CLIFFS INC NEW | COM | 304 | $401,361 | 17,650 | 0.00 | 0.00 | 500 | 2.92 | 03-31-2024 |
