Magnolia Private Wealth, LLC RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF Transaction History

Magnolia Private Wealth, LLC

  • $136 Billion
  • Q3 2025
Number of Shares
99,506
Previous 83,626 18.99%
Holding current value
$2.63 Billion
Previous $1.95 Billion 35.01%
% of portfolio
1.93%
Previous 1.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
N/A
15,880 Added 18.99%
99,506 $2.63 Billion
Q2 2025

Jul 18, 2025
SELL
N/A
-130,080 Reduced 60.87%
83,626 $1.95 Billion
Q1 2025

Apr 15, 2025
BUY
N/A
150,746 Added 239.43%
213,706 $2.19 Billion
Q4 2024

Feb 04, 2025
BUY
N/A
62,960 New
62,960 $1.5 Billion
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