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 |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | 301 | $340,387 | 9,187 | 0.00 | 0.00 | 91 | 1.00 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 302 | $338,736 | 3,335 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UBER TECHNOLOGIES INC | COM | 303 | $337,678 | 4,386 | 0.00 | 0.00 | -1,280 | -22.59 | 03-31-2024 |
| TORONTO DOMINION BK ONT | COM NEW | 304 | $336,619 | 5,575 | 0.00 | 5,575 | +Inf | 03-31-2024 |
