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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUINIX INC | COM | 201 | $535,639 | 649 | 0.00 | 0.00 | -13 | -1.96 | 03-31-2024 |
| TJX COS INC NEW | COM | 202 | $528,398 | 5,210 | 0.00 | 0.00 | -198 | -3.66 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 203 | $527,728 | 3,211 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRUIST FINL CORP | COM | 204 | $526,820 | 13,515 | 0.00 | 0.00 | -4,269 | -24.00 | 03-31-2024 |
