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 |
|---|---|---|---|---|---|---|---|---|---|
| VERISIGN INC | COM | 201 | $1,280,042 | 6,215 | 0.00 | 0.00 | 149 | 2.46 | 12-31-2023 |
| DEERE & CO | COM | 202 | $1,264,839 | 3,163 | 0.00 | 0.00 | 200 | 6.75 | 12-31-2023 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 203 | $1,251,661 | 12,035 | 0.00 | 0.00 | -376 | -3.03 | 12-31-2023 |
| DOMINION ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.15 | 10,247 | 73.94 | 12-31-2023 |
