Marks Group Wealth Management, Inc's ownership history for WSO

Marks Group Wealth Management, Inc currently holds 16.7K shares with a market value of $5.6M. It started holding WSO on 2024-09-30. At its peak, it held 18.9K shares on 2025-06-30. Its highest holding value was $9.1M on 2025-03-31. At its lowest, it held 16.7K shares on 2025-12-31, with a value of $5.6M on 2025-12-31. In the recent 180 days, Marks Group Wealth Management, Inc has decreased its shares by 2.2K. In the recent year, Marks Group Wealth Management, Inc has decreased its shares by 807.