Marks Group Wealth Management, Inc
CIK
0001802473
City
MINNETONKA
State / Country
MN
Holdings in HYT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,093,738 | 122,892 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,167,474 | 122,892 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,198,197 | 122,892 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $1,177,305 | 122,892 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $1,205,570 | 122,892 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,236,293 | 122,892 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $1,181,152 | 121,894 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,144,264 | 116,881 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,102,187 | 116,881 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $1,008,683 | 116,881 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $1,042,578 | 116,881 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $1,019,202 | 116,881 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $1,062,093 | 121,521 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $1,019,296 | 119,216 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,136,128 | 119,216 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $1,266,918 | 117,634 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $1,454,194 | 117,844 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,382,992 | 113,360 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,396,595 | 113,360 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $1,330,846 | 113,360 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,295,704 | 113,360 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $1,210,684 | 113,360 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $1,152,871 | 113,360 | Shares | Sole | 2020-08-10 |