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  Name: Marks Wealth LLC
  City: Annapolis
  State: MD
  Zip: 21401
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $264,585,000
  Total Value Change : $78,529,000
  Securities Held Change : 2
   
All Securities Held : 16
  New Positions : 9
  Closed Positions : 7
  Increased Positions : 3
  Unchanged Positions : 3
  Decreased Positions : 1

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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEF)1 Year Chart         IEF iShares Lehman 7-10 Year Tr... 21 Closed $93.98 $0 0 0% -30,612,000 -317,582 0    Closed - End Fund - E...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 20 Closed $115.40 $0 0 0% -36,213,000 -309,172 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 19 Closed $93.35 $0 0 0% -32,396,000 -327,626 0    Closed - End Fund - E...
   (VGLT)1 Year Chart         VGLT Vanguard Long-Term Governm 18 Closed $58.49 $0 0 0% -221,000 -3,591 0    N/A
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 17 Closed $58.24 $0 0 0% -252,000 -4,251 0    Closed - End Fund - Debt
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 23 Closed $217.82 $0 0 0% -33,299,000 -174,183 0    Closed - End Fund - E...
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 22 Closed $103.94 $0 0 0% -31,829,000 -294,006 0    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
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