Number of Shares
56,367
Previous 56,853 0.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

SELL
N/A
-486 Reduced 0.85%
56,367 $0
Q2 2024

Jul 02, 2024

SELL
N/A
-1,682 Reduced 2.87%
56,853 $0
Q1 2024

Apr 10, 2024

BUY
N/A
58,535 New
58,535 $0
Q3 2021

Nov 08, 2021

SELL
N/A
-68,360 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
N/A
97 Added 0.14%
68,360 $2.13 Million
Q1 2021

May 11, 2021

BUY
N/A
68,263 New
68,263 $2.08 Million
Track This Portfolio

Track Marcum Wealth, LLC Portfolio

Follow Marcum Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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