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 |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 51 | $2,232,715 | 4,019 | 0.00 | 0.00 | 310 | 8.36 | 06-30-2024 |
| PUBLIC STORAGE | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 403 | 5.55 | 06-30-2024 |
| ISHARES TR | MRGSTR MD CP ETF | 53 | $2,166,421 | 30,907 | 0.00 | 0.00 | -83 | -0.27 | 06-30-2024 |
| RESMED INC | COM | 54 | $2,087,525 | 10,905 | 0.00 | 0.00 | 433 | 4.13 | 06-30-2024 |
