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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 251 | $426,956 | 3,703 | 0.00 | 0.00 | 135 | 3.78 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 252 | $425,403 | 4,588 | 0.00 | 0.00 | 40 | 0.88 | 03-31-2024 |
| EOG RES INC | COM | 253 | $424,173 | 3,318 | 0.00 | 0.00 | 569 | 20.70 | 03-31-2024 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 254 | $422,435 | 3,105 | 0.00 | 0.00 | -249 | -7.42 | 03-31-2024 |
