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
IWM
Ishares Russell 2000 ETF

ETFs
247
+ 0.55%
$200.87 - $224.6 $49.6K - $55.5K
45K $9.93M
UPS
United Parcel Service Inc

Industrials
6.38K
+ 9.67%
$123.32 - $147.38 $787K - $941K
72.4K $9.87M
RDVY
First Trust Rising Dividend Ac

ETFs
7.57K
+ 8.96%
$53.68 - $59.24 $406K - $449K
92.1K $5.45M
KKR
Kkr & Co. Inc.

Financial Services
4.53K
+ 58.09%
$104.51 - $133.23 $473K - $603K
12.3K $1.61M
CTVA
Corteva, Inc.

Basic Materials
10.9K
+ 35.48%
$50.72 - $58.78 $551K - $638K
41.5K $2.44M
GE
General Electric CO

Industrials
453
+ 2.09%
$156.66 - $189.66 $71K - $85.9K
22.2K $4.18M
DHR
Danaher Corp

Healthcare
868
+ 5.26%
$239.25 - $280.76 $208K - $244K
17.4K $4.83M
KR
Kroger CO

Consumer Defensive
71
+ 0.08%
$50.43 - $57.3 $3.58K - $4.07K
92.5K $5.3M
PEP
Pepsico Inc

Consumer Defensive
1.48K
+ 1.76%
$161.9 - $179.3 $240K - $265K
85.5K $14.5M
DUK
Duke Energy Corp

Utilities
918
+ 2.43%
$99.35 - $117.71 $91.2K - $108K
38.8K $4.47M
CMI
Cummins Inc

Industrials
1.15K
+ 19.44%
$266.63 - $326.4 $306K - $375K
7.06K $2.28M
PWR
Quanta Services, Inc.

Industrials
346
+ 2.84%
$239.58 - $298.23 $82.9K - $103K
12.5K $3.74M
BBSA
J P Morgan ETF Tr Etabuilders

Industrials
11.1K
+ 20.18%
$47.25 - $48.83 $523K - $541K
66K $3.21M
BX
Blackstone Inc.

Financial Services
324
+ 1.74%
$120.77 - $159.66 $39.1K - $51.7K
18.9K $2.9M
FV
First Trust Dorsey Wright Focu

ETFs
7.72K
+ 6.58%
$51.35 - $59.82 $396K - $462K
125K $7.29M
JCI
Johnson Controls International PLC

Industrials
4.58K
+ 24.39%
$65.52 - $77.61 $300K - $355K
23.3K $1.81M
MDT
Medtronic PLC

Healthcare
987
+ 2.37%
$76.84 - $91.03 $75.8K - $89.8K
42.6K $3.83M
MA
Mastercard Inc

Financial Services
303
+ 3.89%
$429.6 - $500.99 $130K - $152K
8.1K $4M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.11K
+ 29.1%
$56.47 - $63.69 $401K - $453K
31.5K $1.99M
TGT
Target Corp

Consumer Defensive
435
+ 0.71%
$133.47 - $159.25 $58.1K - $69.3K
61.9K $9.65M
TGTX
Tg Therapeutics, Inc.

Healthcare
17.3K
+ 73.66%
$17.21 - $25.28 $298K - $438K
40.8K $954K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.94K
+ 7.12%
$45.2 - $47.87 $314K - $332K
104K $4.96M
XOM
Exxon Mobil Corp

Energy
60
+ 0.02%
$109.72 - $119.0 $6.58K - $7.14K
240K $28.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.41K
+ 46.52%
$50.15 - $51.27 $472K - $483K
29.6K $1.52M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
263
+ 2.74%
$523.84 - $572.02 $138K - $150K
9.88K $5.63M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.91K
+ 44.35%
$49.93 - $51.15 $445K - $456K
29K $1.48M
FSIG
First Tr ETF Iv LTD Duration I
24.8K
New
$18.72 - $19.32 $465K - $480K
24.8K $476K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.41K
+ 13.51%
$136.93 - $162.81 $193K - $229K
11.8K $1.9M
CTAS
Cintas Corp

Industrials
11.1K
+ 301.42%
$201.38 - $819.83 $2.23M - $9.08M
14.7K $3.04M
IP
International Paper CO

Consumer Cyclical
96
+ 0.12%
$42.55 - $49.98 $4.08K - $4.8K
77.9K $3.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
468
+ 3.84%
$156.14 - $187.2 $73.1K - $87.6K
12.6K $2.34M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.32K
+ 6.05%
$50.25 - $50.74 $368K - $371K
128K $6.51M
CBT
Cabot Corp

Basic Materials
977
+ 6.81%
$86.96 - $111.73 $85K - $109K
15.3K $1.71M
FPE
First Tr Pfd Secs & Income ETF

ETFs
21.7K
New
$17.35 - $18.22 $376K - $395K
21.7K $392K
FTCS
First Trust Capital Strength E

ETFs
2.23K
+ 8.25%
$83.58 - $90.94 $187K - $203K
29.3K $2.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.56K
New
$77.02 - $85.06 $351K - $388K
4.56K $385K
IVV
Ishares Core S&P 500 ETF

ETFs
122
+ 1.15%
$520.18 - $576.82 $63.5K - $70.4K
10.7K $6.19M
TJX
Tjx Companies Inc

Consumer Cyclical
2.09K
+ 12.93%
$107.93 - $120.23 $225K - $251K
18.2K $2.14M
CINF
Cincinnati Financial Corp

Financial Services
99
+ 0.51%
$115.7 - $138.2 $11.5K - $13.7K
19.5K $2.65M
NVS
Novartis Ag

Healthcare
1.06K
+ 3.94%
$106.13 - $120.89 $112K - $128K
27.9K $3.21M
VIS
Vanguard Industrial ETF

ETFs
1.32K
New
$232.12 - $260.07 $306K - $343K
1.32K $343K
BWXT
Bwx Technologies, Inc.

Industrials
3.13K
New
$92.38 - $108.7 $290K - $341K
3.13K $340K
ISRG
Intuitive Surgical Inc

Healthcare
24
+ 0.34%
$416.14 - $494.01 $9.99K - $11.9K
7.03K $3.45M
DE
Deere & CO

Industrials
68
+ 0.96%
$344.84 - $418.0 $23.4K - $28.4K
7.14K $2.98M
HCA
Hca Healthcare, Inc.

Healthcare
279
+ 12.11%
$315.12 - $406.43 $87.9K - $113K
2.58K $1.05M
VHT
Vanguard Health Care ETF

ETFs
1.03K
+ 90.48%
$261.88 - $288.1 $269K - $296K
2.16K $610K
FDN
First Tr Fd Dow Jones

ETFs
333
+ 0.99%
$183.68 - $212.48 $61.2K - $70.8K
33.8K $7.17M
URI
United Rentals, Inc.

Industrials
55
+ 3.58%
$627.41 - $814.1 $34.5K - $44.8K
1.59K $1.29M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.72K
New
$76.94 - $79.54 $286K - $296K
3.72K $295K
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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