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 |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN ELEC INC | COM | 51 | $7,206,417 | 74,562 | 0.00 | 0.00 | -364 | -0.49 | 12-31-2023 |
| RB GLOBAL INC | COM | 52 | $7,205,056 | 107,715 | 0.00 | 0.00 | -830 | -0.76 | 12-31-2023 |
| AIR PRODS & CHEMS INC | COM | 53 | $7,195,190 | 26,279 | 0.00 | 0.00 | -489 | -1.83 | 12-31-2023 |
| TELEDYNE TECHNOLOGIES INC | COM | 54 | $7,184,377 | 16,098 | 0.00 | 0.00 | 156 | 0.98 | 12-31-2023 |
