Marks Group Wealth Management, Inc Amplify ETF Tr High Income ETF Transaction History

Marks Group Wealth Management, Inc

$911 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	BUY	$12.32 - $15.23 $15,067 - $18,626	1,223 Added 1.09%	113,668 $1.44 Million
Q1 2022 May 10, 2022	BUY	$14.11 - $16.67 $346,259 - $409,081	24,540 Added 27.92%	112,445 $1.68 Million
Q4 2021 Feb 14, 2022	SELL	$16.25 - $17.13 $52,877 - $55,741	-3,254 Reduced 3.57%	87,905 $1.44 Million
Q2 2021 Aug 10, 2021	SELL	$16.79 - $17.79 $2,081 - $2,205	-124 Reduced 0.14%	91,159 $1.61 Million
Q1 2021 May 17, 2021	BUY	$15.83 - $16.79 $567,347 - $601,753	35,840 Added 64.64%	91,283 $1.52 Million
Q4 2020 Feb 08, 2021	SELL	$14.28 - $15.99 $1,884 - $2,110	-132 Reduced 0.24%	55,443 $883,000
Q4 2019 Feb 12, 2020	BUY	$17.55 - $18.02 $975,341 - $1 Million	55,575 New	55,575 $991,000

Others Institutions Holding YYY

# of Institutions

69

Shares Held

7.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.99M
Shares

$24 Million
0.01% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

1.02M
Shares

$12.2 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

608K
Shares

$7.33 Million
0.02% of portfolio
Morgan Stanley New York, NY

563K
Shares

$6.79 Million
0.0% of portfolio
Freedom Wealth Alliance, LLC Brookfield, WI

386K
Shares

$4.65 Million
7.06% of portfolio

About AMPLIFY ETF TR HIGH INCOME ETF

Ticker YYY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.