Marks Group Wealth Management, Inc Closed Holding Positions

Marks Group Wealth Management, Inc

  • $1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
43,021
$74.75 - $102.76 $3.22M - $4.42M
Goldman Sachs Mlp Inc Opp Fd
Q2 2020 Filed on Aug 10, 2020
147,000
N/A
CHE
Chemed Corp

Healthcare
Q2 2020 Filed on Aug 10, 2020
514
$400.58 - $482.27 $206K - $248K
Nuveen All Cap Ene Mlp Oppo
Q2 2020 Filed on Aug 10, 2020
13,332
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q2 2020 Filed on Aug 10, 2020
13,578
$25.78 - $48.64 $350K - $660K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q2 2020 Filed on Aug 10, 2020
5,448
$61.49 - $81.56 $335K - $444K
WINA
Winmark Corp

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
5,613
$115.12 - $171.24 $646K - $961K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
45,573
$9.21 - $37.37 $420K - $1.7M
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2020 Filed on Aug 10, 2020
24,400
$64.53 - $86.79 $1.57M - $2.12M
SNX
Td Synnex Corp

Technology
Q2 2020 Filed on Aug 10, 2020
49,674
$33.81 - $59.88 $1.68M - $2.97M
SEIC
Sei Investments CO

Financial Services
Q2 2020 Filed on Aug 10, 2020
78,792
$44.08 - $60.77 $3.47M - $4.79M
Vedanta LTD
Q2 2020 Filed on Aug 10, 2020
10,327
N/A
ELAN
Elanco Animal Health Inc

Healthcare
Q2 2020 Filed on Aug 10, 2020
72,407
$18.94 - $24.93 $1.37M - $1.81M
LKQ
Lkq Corp

Consumer Cyclical
Q2 2020 Filed on Aug 10, 2020
177,362
$17.35 - $30.45 $3.08M - $5.4M
KAI
Kadant Inc

Industrials
Q2 2020 Filed on Aug 10, 2020
50,691
$68.1 - $113.2 $3.45M - $5.74M
FWONA
Liberty Media Corp

Communication Services
Q2 2020 Filed on Aug 10, 2020
34,771
$20.61 - $36.74 $717K - $1.28M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
Q2 2020 Filed on Aug 10, 2020
137,236
$1.75 - $3.56 $240K - $489K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 23, 2020
49,128
$20.82 - $48.41 $1.02M - $2.38M
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 23, 2020
2,380
$1152.24 - $2086.9 $2.74M - $4.97M
Raytheon CO
Q1 2020 Filed on Apr 23, 2020
8,932
N/A
SO
Southern CO

Utilities
Q1 2020 Filed on Apr 23, 2020
10,907
$43.23 - $70.85 $472K - $773K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 23, 2020
22,760
N/A
TMUS
T Mobile Us, Inc.

Communication Services
Q1 2020 Filed on Apr 23, 2020
11,910
$74.32 - $100.49 $885K - $1.2M
Tortoise Midstrm Energy Fd I
Q1 2020 Filed on Apr 23, 2020
85,280
N/A
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2020 Filed on Apr 23, 2020
6,523
$21.34 - $49.21 $139K - $321K
ITW
Illinois Tool Works Inc

Industrials
Q1 2020 Filed on Apr 23, 2020
10,230
$118.09 - $190.0 $1.21M - $1.94M
LFUS
Littelfuse Inc

Technology
Q1 2020 Filed on Apr 23, 2020
8,518
$105.8 - $193.55 $901K - $1.65M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2020 Filed on Apr 23, 2020
120,243
$19.66 - $34.15 $2.36M - $4.11M
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