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 |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 101 | $3,983,219 | 23,417 | 0.00 | 0.00 | -2,978 | -11.28 | 12-31-2023 |
| DONALDSON INC | COM | 102 | $3,842,057 | 58,792 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CINTAS CORP | COM | 103 | $3,769,638 | 6,255 | 0.00 | 0.00 | 58 | 0.94 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 104 | $3,698,478 | 10,963 | 0.00 | 0.00 | -128 | -1.15 | 12-31-2023 |
