Mbl Wealth, LLC Purchases in Q2 2024

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
6.14K
+ 13.96%
$19.91 - $21.45 $122K - $132K
50.1K $1.02M
GLD
Spdr Gold Trust

ETFs
51
+ 0.43%
$207.82 - $224.56 $10.6K - $11.5K
11.9K $2.55M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
173
+ 0.37%
$40.83 - $44.89 $7.06K - $7.77K
46.4K $2.03M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
1.82K
+ 20.98%
$42.92 - $44.74 $78.1K - $81.4K
10.5K $468K
MLPB
Ubs Ag

ETFs
2.33K
+ 4.24%
$22.64 - $24.62 $52.6K - $57.2K
57.2K $1.41M
BAC
Bank Of America Corp

Financial Services
1.23K
+ 8.06%
$34.68 - $40.02 $42.8K - $49.4K
16.6K $658K
EWJ
Ishares Msci Japan ETF

ETFs
3.19K
+ 7.06%
$66.01 - $70.48 $211K - $225K
48.4K $3.31M
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 2.71%
$497.53 - $549.64 $25.4K - $28K
1.93K $1.06M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
1.35K
+ 6.04%
$49.57 - $49.94 $66.9K - $67.4K
23.7K $1.18M
XOM
Exxon Mobil Corp

Energy
608
+ 8.29%
$108.36 - $122.2 $65.9K - $74.3K
7.94K $914K
JPM
Jpmorgan Chase & CO

Financial Services
134
+ 1.29%
$180.08 - $204.79 $24.1K - $27.4K
10.5K $2.13M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
7.74K
+ 4.26%
$33.44 - $36.04 $259K - $279K
190K $6.59M
FCNCA
First Citizens Bancshares Inc

Financial Services
2
+ 0.33%
$1532.51 - $1800.35 $3.07K - $3.6K
602 $1.01M
DUK
Duke Energy Corp

Utilities
30
+ 0.49%
$92.87 - $104.6 $2.79K - $3.14K
6.11K $612K
VO
Vanguard Mid Cap ETF

ETFs
801
+ 3.64%
$234.99 - $248.98 $188K - $199K
22.8K $5.52M
RTX
Raytheon Technologies Corp

Industrials
74
+ 1.47%
$97.55 - $108.44 $7.22K - $8.02K
5.11K $513K
VZ
Verizon Communications Inc

Communication Services
728
+ 5.22%
$38.6 - $42.84 $28.1K - $31.2K
14.7K $604K
LMT
Lockheed Martin Corp

Industrials
20
+ 3.88%
$447.57 - $471.51 $8.95K - $9.43K
536 $250K
FCX
Freeport Mcmoran Inc

Basic Materials
180
+ 4.09%
$47.26 - $54.86 $8.51K - $9.87K
4.59K $222K
WFC
Wells Fargo & Company

Financial Services
112
+ 2.37%
$56.41 - $62.34 $6.32K - $6.98K
4.84K $287K
IEFA
Ishares Tr

ETFs
6.14K
+ 2.24%
$70.77 - $76.19 $435K - $468K
281K $20.4M
AXP
American Express CO

Financial Services
17
+ 1.67%
$217.5 - $243.08 $3.7K - $4.13K
1.04K $240K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.31K
+ 3.63%
$102.13 - $110.88 $848K - $921K
237K $25.3M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
24.9K
New
N/A
24.9K $0
J P Morgan Exchange Traded F
35.1K
New
N/A
35.1K $0
Fortrea Hldgs Inc
8
+ 0.02%
N/A
42.3K $0
Innovator Etfs Trust
128K
New
N/A
128K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
2.94K
+ 15.54%
N/A
21.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
6.32K
+ 5.18%
N/A
128K $0
CARY
Angel Oak Fds Tr Income Etf(De
29.3K
+ 7.18%
N/A
438K $0
Arm Holdings PLC
1.67K
New
N/A
1.67K $0
Labcorp Holdings Inc
42.4K
New
N/A
42.4K $0
Canoo Inc
14.7K
New
N/A
14.7K $0
Innovator Etfs Trust
16.1K
+ 4.87%
N/A
347K $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
100
+ 1.08%
$34.2 - $36.64 $3.42K - $3.66K
9.35K $327K
VB
Vanguard Small Cap ETF

ETFs
25
+ 0.94%
$210.76 - $226.94 $5.27K - $5.67K
2.68K $583K
PYPL
Pay Pal Holdings, Inc.

Financial Services
124
+ 3.03%
$58.03 - $67.92 $7.2K - $8.42K
4.21K $244K
MA
Mastercard Inc

Financial Services
1
+ 0.08%
$441.1 - $479.43 $441 - $479
1.29K $570K
Activity Summary
Buys All Purchases 89 New Holdings 23 Increased Positions 66 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 2
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