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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 151 | $729,441 | 15,993 | 0.00 | 0.00 | -1,307 | -7.55 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 152 | $724,944 | 13,368 | 0.00 | 0.00 | 1,617 | 13.76 | 03-31-2024 |
| HUNTINGTON BANCSHARES INC | COM | 153 | $718,397 | 51,498 | 0.00 | 0.00 | -1,538 | -2.90 | 03-31-2024 |
| TRAVELERS COMPANIES INC | COM | 154 | $710,672 | 3,088 | 0.00 | 0.00 | 230 | 8.05 | 03-31-2024 |
