Marks Group Wealth Management, Inc
CIK
0001802473
City
MINNETONKA
State / Country
MN
Holdings in BRW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,301,308 | 185,636 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,442,391 | 185,636 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,496,226 | 185,636 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $1,440,535 | 185,636 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $1,414,546 | 185,636 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,408,977 | 185,636 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $1,297,162 | 184,256 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $756,133 | 103,722 | Shares | Sole | 2024-04-29 |