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 |
|---|---|---|---|---|---|---|---|---|---|
| BECTON DICKINSON & CO | COM | 351 | $286,052 | 1,156 | 0.00 | 0.00 | -42 | -3.51 | 03-31-2024 |
| SHELL PLC | SPON ADS | 352 | $283,110 | 4,223 | 0.00 | 0.00 | 100 | 2.43 | 03-31-2024 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 353 | $279,569 | 1,457 | 0.00 | 0.00 | -104 | -6.66 | 03-31-2024 |
| BOOKING HOLDINGS INC | COM | 354 | $279,460 | 77 | 0.00 | 0.00 | -7 | -8.33 | 03-31-2024 |
