Marks Group Wealth Management, Inc
Holdings in AAAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,328,087 | 172,223 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $7,552,753 | 198,131 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $3,730,095 | 114,140 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $3,177,459 | 102,897 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $2,636,489 | 101,638 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $2,958,153 | 113,644 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $2,618,192 | 113,785 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,948,023 | 134,062 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $2,710,162 | 132,656 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $14,175,949 | 774,219 | Shares | Other | 2023-10-30 |
| 2023-06-30 | $15,748,117 | 827,107 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $15,912,429 | 813,935 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $13,869,675 | 766,704 | Shares | Sole | 2023-02-06 |