Marks Group Wealth Management, Inc
Holdings in GAB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,495,690 | 244,838 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,476,299 | 244,838 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,410,854 | 244,838 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $1,335,689 | 244,838 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $1,304,178 | 244,838 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,330,841 | 244,838 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $2,441,233 | 474,164 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,537,587 | 464,309 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $2,335,334 | 464,309 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $2,358,318 | 464,309 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $2,666,340 | 464,309 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $2,638,760 | 464,309 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $2,556,855 | 471,249 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $1,914,752 | 351,621 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,123,650 | 351,621 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $2,414,904 | 351,955 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $2,505,497 | 351,955 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,554,792 | 236,140 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,613,237 | 236,140 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $1,558,689 | 236,140 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,432,968 | 236,140 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $582,781 | 118,300 | Shares | Sole | 2020-11-10 |