Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MARKS GROUP WEALTH MANAGEMENT INC 02-01-2024 12-31-2023 471 877,457,310
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALPHABET INC CAP STK CL C 1 $22,159,551 157,238 0.00 0.00 -4,073 -2.52 12-31-2023
APPLE INC COM 2 $19,726,071 102,457 0.00 0.00 4,264 4.34 12-31-2023
STRYKER CORPORATION COM 3 $15,358,705 51,288 0.00 0.00 285 0.56 12-31-2023
VISA INC COM CL A 4 $14,666,616 56,334 0.00 0.00 -88 -0.16 12-31-2023
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