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 |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 51 | $2,269,309 | 2,917 | 0.00 | 0.00 | 351 | 13.68 | 03-31-2024 |
| INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 52 | $2,218,466 | 47,393 | 0.00 | 0.00 | 9,424 | 24.82 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 53 | $2,179,068 | 10,463 | 0.00 | 0.00 | -912 | -8.02 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 54 | $2,103,999 | 41,581 | 0.00 | 0.00 | 12,186 | 41.46 | 03-31-2024 |
