Mbm Wealth Consultants, LLC Closed Holding Positions

Mbm Wealth Consultants, LLC

  • $322 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Feb 15, 2022
374
$55.11 - $57.44 $20.6K - $21.5K
HAL
Halliburton CO

Energy
Q4 2021 Filed on Feb 15, 2022
395
$21.15 - $26.46 $8.35K - $10.5K
GSK
Gsk PLC

Healthcare
Q4 2021 Filed on Feb 15, 2022
180
$38.88 - $45.31 $7K - $8.16K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q4 2021 Filed on Feb 15, 2022
529
$30.14 - $41.61 $15.9K - $22K
ALK
Alaska Air Group, Inc.

Industrials
Q4 2021 Filed on Feb 15, 2022
130
$46.29 - $62.2 $6.02K - $8.09K
Blackrock Munihldgs Fd Ii In
Q4 2021 Filed on Feb 15, 2022
740
N/A
Loral Space & Communicatns I
Q4 2021 Filed on Feb 15, 2022
47
N/A
BGS
B&G Foods, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 15, 2022
888
$28.81 - $33.74 $25.6K - $30K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2021 Filed on Nov 16, 2021
53
$22.56 - $52.69 $1.2K - $2.79K
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Nov 16, 2021
3,192
$13.25 - $15.13 $42.3K - $48.3K
D
Dominion Energy, Inc

Utilities
Q3 2021 Filed on Nov 16, 2021
20
$73.02 - $80.05 $1.46K - $1.6K
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 16, 2021
2,916
N/A
SRE
Sempra Energy

Utilities
Q3 2021 Filed on Nov 16, 2021
41
$123.62 - $136.76 $5.07K - $5.61K
PPT
Putnam Premier Income Trust

Financial Services
Q3 2021 Filed on Nov 16, 2021
346
$4.51 - $4.74 $1.56K - $1.64K
Proofpoint Inc
Q3 2021 Filed on Nov 16, 2021
1,247
N/A
PHK
Pimco High Income Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
3,652
$6.58 - $7.06 $24K - $25.8K
Fs Kkr Capital Corp
Q2 2021 Filed on Aug 13, 2021
66,809
N/A
Mfa Financial Inc
Q2 2021 Filed on Aug 13, 2021
400
N/A
Ellington Financial LLC
Q2 2021 Filed on Aug 13, 2021
120
N/A
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
47
N/A
Vereit Inc
Q2 2021 Filed on Aug 13, 2021
40
N/A
XTNT
Xtant Medical Holdings, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
33
$1.38 - $2.46 $45.5 - $81.2
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
7,785
$7.32 - $7.92 $57K - $61.7K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 13, 2021
41,904
N/A
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
139
$204.84 - $227.35 $28.5K - $31.6K
AMAT
Applied Materials Inc

Technology
Q1 2021 Filed on May 10, 2021
100
$86.87 - $133.6 $8.69K - $13.4K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2021 Filed on May 10, 2021
263
$44.11 - $48.56 $11.6K - $12.8K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2021 Filed on May 10, 2021
995
$50.47 - $50.59 $50.2K - $50.3K
Fitbit Inc Com Cl A
Q1 2021 Filed on May 10, 2021
300
N/A
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q1 2021 Filed on May 10, 2021
1,220
$40.42 - $40.53 $49.3K - $49.4K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2021 Filed on May 10, 2021
985
$50.49 - $50.55 $49.7K - $49.8K
Global X Fds
Q1 2021 Filed on May 10, 2021
90
N/A
DDD
3 D Systems Corp

Technology
Q4 2020 Filed on Feb 09, 2021
1,365
$4.87 - $12.22 $6.65K - $16.7K
FE
Firstenergy Corp

Utilities
Q4 2020 Filed on Feb 09, 2021
54
$26.56 - $33.39 $1.43K - $1.8K
MATV
Schweitzer Mauduit International Inc

Basic Materials
Q4 2020 Filed on Feb 09, 2021
34
$30.98 - $41.65 $1.05K - $1.42K
ITA
Ishares Tr

ETFs
Q4 2020 Filed on Feb 09, 2021
332
$74.72 - $96.94 $24.8K - $32.2K
EIX
Edison International

Utilities
Q4 2020 Filed on Feb 09, 2021
80
$50.44 - $65.6 $4.04K - $5.25K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2020 Filed on Feb 09, 2021
204
$72.77 - $85.16 $14.8K - $17.4K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q4 2020 Filed on Feb 09, 2021
802
$50.23 - $64.84 $40.3K - $52K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
Q3 2020 Filed on Nov 12, 2020
4,000
$20.19 - $22.42 $80.8K - $89.7K
SHV
Ishares Tr

ETFs
Q3 2020 Filed on Nov 12, 2020
450
$110.7 - $110.74 $49.8K - $49.8K
Reliv Intl Inc
Q3 2020 Filed on Nov 12, 2020
114
N/A
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q3 2020 Filed on Nov 12, 2020
550
$91.52 - $91.54 $50.3K - $50.3K
AX
Axos Financial, Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
907
$19.55 - $25.38 $17.7K - $23K
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q3 2020 Filed on Nov 12, 2020
975
$13.69 - $20.2 $13.3K - $19.7K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2020 Filed on Aug 07, 2020
280
$50.9 - $64.65 $14.3K - $18.1K
PARA
Paramount Global

Communication Services
Q2 2020 Filed on Aug 07, 2020
156
$12.43 - $28.51 $1.94K - $4.45K
MACK
Merrimack Pharmaceuticals Inc

Healthcare
Q1 2020 Filed on May 13, 2020
300
$1.63 - $3.58 $489 - $1.07K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2020 Filed on May 13, 2020
400
$6.69 - $13.45 $2.68K - $5.38K
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