Marks Group Wealth Management, Inc
Holdings in RIV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,354,784 | 115,399 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $1,384,788 | 115,399 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,373,582 | 115,399 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $1,320,926 | 115,399 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $1,287,310 | 115,399 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $1,447,530 | 115,399 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $1,365,291 | 114,796 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $785,380 | 67,188 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $716,889 | 67,188 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $685,579 | 67,188 | Shares | Sole | 2023-10-30 |
| 2023-06-30 | $746,243 | 67,188 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $741,023 | 67,188 | Shares | Sole | 2023-05-03 |