Marks Group Wealth Management, Inc

Q3 2022 13F Holdings Report, Excl. Options

Signature - Title
Erica Lewerenz - Director of Operations/CCO
Location
Minnetonka, Minnesota
Holdings as of
Sep 30, 2022
Value $
$657,139,000
Num holdings
269
Date filed
11/10/2022, 07:05 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q2 2022 - Aug 9, 2022
Next filing
Q4 2022 - Feb 6, 2023
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 compared to 2022 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Erica Lewerenz Dir of Operations/CCO Austin, Texas 11/10/2022