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Marcum Wealth, LLC Current Holdings: USA Preferred Shares

Marcum Wealth, LLC current holdings: USA Preferred Shares

Marcum Wealth, LLC reported $0.00 billion in preferred shares (listed in the US), 1 positions, in its Form 13F for the quarter ended 2025-03-31; the largest are WELLS FARGO CO NEW.

  • WELLS FARGO CO NEW: Country of operation United States; Class PERP PFD CNV A; Shares 526; Value $631,621.

Form 13F-HR as filed (SEC CIK 1784450): quarter ended 2025-03-31, filed 2025-04-02. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
WELLS FARGO CO NEW
CUSIP 949746804
United StatesPERP PFD CNV A526$631,6212025-03-312025-04-02

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