Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MARKS WEALTH LLC 04-30-2024 03-31-2024 16 264,583,695
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 1 $117,407,865 2,164,599 0.04 2,164,599 +Inf 03-31-2024
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 2 $41,914,999 724,421 0.02 724,421 +Inf 03-31-2024
ISHARES TR 3 7 YR TREAS BD Liquidated $0 0 0.02 309,172 +Inf 03-31-2024
SPDR GOLD TR GOLD SHS Liquidated $0 0 0.02 174,183 +Inf 03-31-2024
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