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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 401 | $237,135 | 1,232 | 0.00 | 1,232 | +Inf | 12-31-2023 | |
| MERCADOLIBRE INC | COM | 402 | $235,731 | 150 | 0.00 | 150 | +Inf | 12-31-2023 | |
| MARRIOTT INTL INC NEW | CL A | 403 | $233,628 | 1,036 | 0.00 | 1,036 | +Inf | 12-31-2023 | |
| AGILENT TECHNOLOGIES INC | COM | 404 | $231,763 | 1,667 | 0.00 | 1,667 | +Inf | 12-31-2023 |
