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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 51 | $9,118,409 | 162,916 | 0.00 | 0.00 | 124,455 | 323.59 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 52 | $8,934,272 | 60,111 | 0.00 | 0.00 | -252 | -0.42 | 03-31-2024 |
| SHERWIN WILLIAMS CO | COM | 53 | $8,884,007 | 25,578 | 0.00 | 0.00 | -3 | -0.01 | 03-31-2024 |
| 3M CO | COM | 54 | $8,476,814 | 197,795 | 0.00 | 0.00 | 3,948 | 2.04 | 03-31-2024 |
