Daymark Wealth Partners, LLC Purchases in Q3 2024

Daymark Wealth Partners, LLC

  • $2.95 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEV
Ishares Tr Europe ETF

ETFs
73
+ 0.49%
$53.25 - $58.78 $3.89K - $4.29K
15K $872K
MFG
Mizuho Financial Group Inc

Financial Services
13.5K
New
$3.69 - $4.62 $50K - $62.5K
13.5K $56K
OKE
Oneok Inc

Energy
19
+ 0.34%
$78.62 - $95.27 $1.49K - $1.81K
5.53K $504K
AOS
Smith A O Corp

Industrials
19
+ 0.3%
$76.95 - $91.98 $1.46K - $1.75K
6.28K $563K
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.2%
$150.05 - $171.34 $1.05K - $1.2K
3.45K $574K
TIP
Ishares Tr Tips Bd ETF

ETFs
238
+ 3.62%
$105.92 - $110.83 $25.2K - $26.4K
6.82K $753K
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 0.16%
$116.1 - $131.42 $1.39K - $1.58K
7.5K $985K
AEP
American Electric Power CO Inc

Utilities
89
+ 3.15%
$87.11 - $104.95 $7.75K - $9.34K
2.91K $298K
CSX
Csx Corp

Industrials
462
+ 1.41%
$32.48 - $35.45 $15K - $16.4K
33.1K $1.14M
TECK
Teck Resources LTD

Basic Materials
242
+ 2.84%
$43.48 - $53.4 $10.5K - $12.9K
8.77K $458K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.07K
+ 7.06%
$12.25 - $13.1 $25.4K - $27.1K
31.4K $411K
SYY
Sysco Corp

Consumer Defensive
126
+ 2.2%
$69.16 - $78.98 $8.71K - $9.95K
5.85K $456K
HUM
Humana Inc

Healthcare
399
+ 27.22%
$310.25 - $404.52 $124K - $161K
1.87K $590K
BDX
Becton Dickinson & CO

Healthcare
128
+ 8.26%
$221.47 - $242.41 $28.3K - $31K
1.68K $404K
SAP
Sap Se

Technology
8
+ 0.58%
$197.21 - $231.0 $1.58K - $1.85K
1.38K $315K
NRG
Nrg Energy, Inc.

Utilities
4
+ 0.14%
$68.89 - $91.22 $276 - $365
2.88K $261K
BBSC
Jp Morgan Exc Trd Tr Betabuild
3
+ 0.05%
$60.57 - $68.02 $182 - $204
5.86K $395K
FCX
Freeport Mcmoran Inc

Basic Materials
510
+ 5.82%
$39.52 - $51.92 $20.2K - $26.5K
9.27K $462K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.79K
+ 6.53%
$6.71 - $8.78 $12K - $15.7K
29.2K $240K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.37%
$105.53 - $118.34 $1.37K - $1.54K
3.49K $407K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
23
+ 1.04%
$305.34 - $350.41 $7.02K - $8.06K
2.23K $770K
WPC
W. P. Carey Inc.

Real Estate
3
+ 0.07%
$54.63 - $63.96 $164 - $192
4.19K $261K
CGCP
Capital Group Core Plus Income

ETFs
704
+ 4.4%
$22.12 - $23.31 $15.6K - $16.4K
16.7K $386K
WM
Waste Management Inc

Industrials
301
+ 5.42%
$196.96 - $223.45 $59.3K - $67.3K
5.86K $1.22M
XLV
Select Sector Spdr Fund Health

ETFs
98
+ 6.0%
$143.3 - $157.24 $14K - $15.4K
1.73K $266K
PFG
Principal Financial Group Inc

Financial Services
26
+ 0.84%
$72.94 - $87.46 $1.9K - $2.27K
3.11K $267K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
211
+ 3.86%
$81.31 - $83.29 $17.2K - $17.6K
5.67K $471K
HSY
Hershey CO

Consumer Defensive
6
+ 0.22%
$182.45 - $203.25 $1.09K - $1.22K
2.75K $527K
DGRO
Ishares Core Dividend Growth E

ETFs
19
+ 0.46%
$57.47 - $62.76 $1.09K - $1.19K
4.12K $258K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.04%
$58.03 - $65.37 $116 - $131
5.06K $327K
PRU
Prudential Financial Inc

Financial Services
97
+ 3.85%
$105.53 - $127.32 $10.2K - $12.4K
2.62K $316K
FNK
First Trust Mid Cap Value Alph

ETFs
49
+ 0.89%
$50.08 - $55.68 $2.45K - $2.73K
5.57K $303K
IYF
Ishares Tr

ETFs
7
+ 0.33%
$93.83 - $105.05 $657 - $735
2.15K $222K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.43%
$256.4 - $289.78 $1.03K - $1.16K
926 $262K
SHV
Ishares Tr

ETFs
174
+ 7.59%
$110.05 - $110.63 $19.1K - $19.2K
2.47K $272K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
23
+ 0.28%
$40.83 - $43.12 $939 - $992
8.19K $351K
RELX
Relx PLC

Communication Services
148
+ 3.02%
$44.1 - $48.86 $6.53K - $7.23K
5.05K $239K
ROST
Ross Stores, Inc.

Consumer Cyclical
16
+ 0.88%
$136.06 - $155.24 $2.18K - $2.48K
1.83K $275K
WES
Western Midstream Partners, LP

Energy
1.5K
+ 4.79%
$36.59 - $42.74 $54.9K - $64.2K
32.8K $1.25M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
22
+ 2.81%
$460.0 - $505.78 $10.1K - $11.1K
804 $373K
MKL
Markel Corp

Financial Services
5
+ 2.36%
$1494.55 - $1645.69 $7.47K - $8.23K
217 $340K
AZN
Astrazeneca PLC

Healthcare
75
+ 1.28%
$76.67 - $87.62 $5.75K - $6.57K
5.92K $461K
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.03%
$133.16 - $158.73 $133 - $159
3.62K $549K
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.34%
$266.03 - $266.03 $798 - $798
885 $235K
Ge Vernova Inc
712
+ 14.48%
N/A
5.63K $0
Nushares ETF Tr
130K
+ 37.2%
N/A
481K $0
JPHY
Jp Morgan High Yield Research

ETFs
16.7K
+ 7.32%
N/A
244K $0
Ge Healthcare Technologies I
1.4K
+ 30.95%
N/A
5.94K $0
J P Morgan Exchange Traded F
40.6K
+ 14.37%
N/A
323K $0
Activity Summary
Buys All Purchases 288 New Holdings 34 Increased Positions 254 Sells All Sells 178 Reductions 178 Sold out 0 Options Calls 0 Puts 0
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