Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MARCUM WEALTH LLC | 04-10-2024 | 03-31-2024 | 397 | 986,244,328 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 101 | $1,104,300 | 11,750 | 0.00 | 0.00 | -1,437 | -10.90 | 03-31-2024 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 102 | $1,101,512 | 13,489 | 0.00 | 0.00 | 803 | 6.33 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 103 | $1,098,546 | 2,100 | 0.00 | 0.00 | -8 | -0.38 | 03-31-2024 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 104 | $1,093,495 | 51,419 | 0.00 | 0.00 | -41 | -0.08 | 03-31-2024 |
