Marks Group Wealth Management, Inc
CIK
0001802473
City
MINNETONKA
State / Country
MN
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,059,585 | 97,838 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,081,109 | 97,838 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,068,390 | 97,838 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $1,048,823 | 97,838 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $1,023,385 | 97,838 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,103,612 | 97,838 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $1,043,068 | 97,392 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $986,099 | 92,245 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $951,968 | 92,245 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $892,931 | 92,245 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $936,286 | 92,245 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $949,201 | 92,245 | Shares | Sole | 2023-05-03 |