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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | ACTIVE BD ETF | 351 | $331,248 | 3,583 | 0.00 | 0.00 | 76 | 2.17 | 12-31-2023 |
| NICE LTD | SPONSORED ADR | 352 | $325,002 | 1,629 | 0.00 | 0.00 | 35 | 2.20 | 12-31-2023 |
| SBA COMMUNICATIONS CORP NEW | CL A | 353 | $323,201 | 1,274 | 0.00 | 0.00 | 61 | 5.03 | 12-31-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 354 | $322,607 | 6,735 | 0.00 | 0.00 | -52,738 | -88.68 | 12-31-2023 |
