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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. MED DVC ETF | 451 | $219,009 | 3,738 | 0.00 | 0.00 | -409 | -9.86 | 03-31-2024 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 583 | 9.14 | 03-31-2024 |
| ISHARES TR | ISHS 1-5YR INVS | 453 | $218,043 | 4,252 | 0.00 | 4,252 | +Inf | 03-31-2024 | |
| AIRBNB INC | COM CL A | 454 | $215,933 | 1,309 | 0.00 | 1,309 | +Inf | 03-31-2024 |
