Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MARSHALL FINANCIAL GROUP LLC 07-19-2024 06-30-2024 169 357,510,117
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ABBVIE INC COM 151 $923,292 5,383 0.00 0.00 -5,082 -48.56 06-30-2024
KEYSIGHT TECHNOLOGIES INC COM Liquidated $0 0 0.00 0.00 549 10.42 06-30-2024
WESTERN UN CO COM Liquidated $0 0 0.00 0.00 6,735 11.58 06-30-2024
IDEXX LABS INC COM 154 $903,269 1,854 0.00 0.00 135 7.85 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6