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 |
---|---|---|---|---|---|---|---|---|---|
SCOTTS MIRACLE-GRO CO | CL A | 401 | $250,100 | 3,353 | 0.00 | 0.00 | -28 | -0.83 | 03-31-2024 |
ISHARES TR | RUS 2000 GRW ETF | 402 | $249,678 | 922 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
NUVEEN PFD & INCOME TERM FD | COM | 403 | $249,120 | 12,948 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
HUBBELL INC | COM | 404 | $249,030 | 600 | 0.00 | 600 | +Inf | 03-31-2024 |