Marks Group Wealth Management, Inc
CIK
0001802473
City
MINNETONKA
State / Country
MN
Holdings in GOF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,527,854 | 196,262 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $2,940,004 | 196,262 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $2,922,341 | 196,262 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $3,055,799 | 196,262 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $2,994,958 | 196,262 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $3,093,089 | 196,262 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $2,920,063 | 195,846 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,752,203 | 192,193 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $2,460,070 | 192,193 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $2,842,534 | 192,193 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $3,055,868 | 192,193 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $3,107,760 | 192,193 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $2,964,049 | 194,747 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $2,935,096 | 191,087 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $3,074,589 | 191,087 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $3,615,606 | 190,195 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $3,484,372 | 190,195 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $3,412,434 | 178,195 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $3,863,267 | 178,195 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $3,740,313 | 178,195 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $3,456,983 | 178,195 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $3,136,232 | 178,195 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $2,031,802 | 120,225 | Shares | Sole | 2020-08-10 |