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  Name: MARSHALL FINANCIAL GROUP INC /ADV
  City: DOYLESTOWN
  State: PA
  Zip: 18901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $303,339,000
  Total Value Change : $23,285,000
  Securities Held Change : 2
   
All Securities Held : 55
  New Positions : 5
  Closed Positions : 3
  Increased Positions : 28
  Unchanged Positions : 5
  Decreased Positions : 17

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Holdings Found : 3     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 58 Closed $89.49 $0 0 0% -223,000 -2,499 0    Closed - End Fund - E...
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 57 Closed $56.03 $0 0 0% -219,000 -4,118 0    Closed - End Fund - Debt
   (OTLK)1 Year Chart         OTLK Outlook Therapeutics Inc 56 Closed $7.87 $0 0 0% -5,000 -11,875 0    N/A

      3 Records Found
  1    
Page 1 of 1
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