Marcum Wealth, LLC Vanguard Total World Stk Index Transaction History

Marcum Wealth, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	BUY	$88.97 - $103.1 $1.36 Million - $1.58 Million	15,329 New	15,329 $1.58 Million
Q4 2022 Jan 12, 2023	BUY	$78.67 - $91.07 $1.13 Million - $1.3 Million	14,319 New	14,319 $0
Q1 2022 Apr 20, 2022	SELL	$93.8 - $108.09 $791,953 - $912,603	-8,443 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$101.45 - $109.23 $856,542 - $922,228	8,443 New	8,443 $907,000

1,001

88.9M

149K

44.9K

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

Stay updated on Marcum Wealth, LLC with notifications on news.