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 |
|---|---|---|---|---|---|---|---|---|---|
| CBRE GROUP INC | CL A | 301 | $562,822 | 6,046 | 0.00 | 0.00 | 619 | 11.41 | 12-31-2023 |
| HDFC BANK LTD | SPONSORED ADS | 302 | $559,161 | 8,332 | 0.00 | 0.00 | 2,507 | 43.04 | 12-31-2023 |
| MICRON TECHNOLOGY INC | COM | 303 | $558,886 | 6,549 | 0.00 | 0.00 | 14 | 0.21 | 12-31-2023 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 304 | $548,912 | 19,186 | 0.00 | 0.00 | 155 | 0.81 | 12-31-2023 |
