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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 401 | $245,853 | 3,427 | 0.00 | 0.00 | -1,673 | -32.80 | 03-31-2024 |
| UNDER ARMOUR INC | CL A | 402 | $245,739 | 33,298 | 0.00 | 0.00 | 12,987 | 63.94 | 03-31-2024 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 2,813 | +Inf | 03-31-2024 | |
| CROWN CASTLE INC | COM | 404 | $242,986 | 2,296 | 0.00 | 0.00 | -1,247 | -35.20 | 03-31-2024 |
