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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 251 | $813,023 | 7,437 | 0.00 | 0.00 | -49 | -0.65 | 12-31-2023 |
| SHELL PLC | SPON ADS | 252 | $812,592 | 12,349 | 0.00 | 0.00 | 1,435 | 13.15 | 12-31-2023 |
| BROOKFIELD CORP | CL A LTD VT SH | 253 | $811,868 | 20,236 | 0.00 | 0.00 | 1,926 | 10.52 | 12-31-2023 |
| MANULIFE FINL CORP | COM | 254 | $810,613 | 36,679 | 0.00 | 0.00 | -1,609 | -4.20 | 12-31-2023 |
