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 |
|---|---|---|---|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | COM | 501 | $204,132 | 2,662 | 0.00 | 2,662 | +Inf | 03-31-2024 | |
| VERISK ANALYTICS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -47 | -5.16 | 03-31-2024 |
| AES CORP | COM | 503 | $204,097 | 11,383 | 0.00 | 0.00 | -737 | -6.08 | 03-31-2024 |
| VALERO ENERGY CORP | COM | 504 | $203,832 | 1,194 | 0.00 | 1,194 | +Inf | 03-31-2024 |
