Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MARKS WEALTH LLC | 04-30-2024 | 03-31-2024 | 16 | 264,583,695 |
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 |