📰 Marks Wealth News
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January 17, 2024
Verity Asset Management Inc. grew its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 17.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 176,275 shares of the company’s stock after purchasing an additional 25,822 shares during the period. JPMorgan Equity Premium […]
January 1, 2024
Fortis Capital Advisors LLC trimmed its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,658 shares of the exchange traded fund’s stock after selling 219 shares during […]
September 20, 2023
Marks Wealth LLC cut its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 0.6% during the second quarter, HoldingsChannel.com reports. The fund owned 71,134 shares of the company’s stock after selling 400 shares during the quarter. iShares Short Treasury Bond ETF makes up approximately 8.1% of Marks Wealth LLC’s […]
September 20, 2023
Marks Wealth LLC decreased its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 0.6% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 71,134 shares of the company’s stock after selling 400 shares during the period. iShares Short Treasury Bond […]
March 28, 2023
Marks Wealth LLC bought a new stake in Prosperity Bancshares, Inc. (NYSE:PB – Get Rating) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 3,180 shares of the bank’s stock, valued at approximately $231,000. Prosperity Bancshares comprises 1.0% of Marks Wealth LLC’s holdings, making the stock its 9th […]
March 28, 2023
Marks Wealth LLC cut its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Get Rating) by 76.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 97,164 shares of the company’s stock after selling 307,100 shares during the period. iShares 1-3 Year Treasury Bond ETF […]
June 13, 2022
Shares of Vanguard Industrials ETF (NYSEARCA:VIS – Get Rating) hit a new 52-week low during mid-day trading on Monday . The stock traded as low as $164.21 and last traded at $164.39, with a volume of 1093 shares trading hands. The stock had previously closed at $170.79. The company’s fifty day moving average is $180.42 […]