Marks Group Wealth Management, Inc
Holdings in ISD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,052,330 | 72,725 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,045,785 | 72,725 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,325,334 | 93,531 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $1,332,816 | 93,531 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $1,279,504 | 93,531 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,303,822 | 93,531 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $1,201,884 | 93,314 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,159,539 | 89,264 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $1,099,732 | 89,264 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $1,051,529 | 89,264 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $1,201,808 | 96,764 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $1,180,520 | 96,764 | Shares | Sole | 2023-05-03 |
| 2022-12-31 | $1,189,979 | 100,251 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $1,101,839 | 95,480 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,175,358 | 95,480 | Shares | Sole | 2022-08-09 |
| 2022-03-31 | $1,352,272 | 94,235 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $1,512,471 | 94,235 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,530,376 | 94,235 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $1,411,178 | 86,735 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $1,358,270 | 86,735 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,301,025 | 86,735 | Shares | Sole | 2021-02-08 |
| 2020-09-30 | $1,197,810 | 86,735 | Shares | Sole | 2020-11-10 |
| 2020-06-30 | $1,147,504 | 86,735 | Shares | Sole | 2020-08-10 |