Number of Shares
22,316.00
Current Holdings Value*
$12.62 Mil
% of Portfolio
1.21%
Total Estimate Gain
$6.32 Mil
% of Total Estimate Gain
63.50%

Marks Group Wealth Management, Inc's MSCI Inc Holding Summary

As of 2025-03-31, Marks Group Wealth Management, Inc held 22,316.00 shares of MSCI Inc(MSCI), totaling $12.62 Mil. This investment constitutes 1.21% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0.03% of the outstanding MSCI Inc(MSCI) stock.

The initial trade took place in 2019Q4. And since then Marks Group Wealth Management, Inc has made 17 purchases of MSCI, at an average price of $337.41, for a total of 29,501.00 shares. In addition, there have been 4 sales at an average price of $438.74 for 7,185.00 shares. Based on historical transaction data and MSCI's current price of $588.00, Marks Group Wealth Management, Inc's estimated gain on his MSCI holdings is $6.32 Mil, reflecting a 63.50% gain to date.

Marks Group Wealth Management, Inc MSCI ($588.00) Holding Chart

Marks Group Wealth Management, Inc MSCI ($588.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1