Mb Generational Wealth, LLC Purchases and Sells in Q3 2024

Mb Generational Wealth, LLC

$139 Billion
Q3 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DISV	2.18K + 0.48%	$26.06 - $29.18 $56.7K - $63.5K	460K $13.4B
OEF	106 + 0.21%	$266.03 - $266.03 $28.2K - $28.2K	51.5K $14.3B
SCZ	6.32K + 36.62%	$60.13 - $68.17 $380K - $431K	23.6K $1.6B
AVLV	630 + 0.47%	$60.05 - $65.83 $37.8K - $41.5K	135K $8.87B
AVRE	7.55K + 145.35%	$40.95 - $48.28 $309K - $364K	12.7K $600M
DIHP	472 + 0.24%	$25.23 - $27.94 $11.9K - $13.2K	200K $5.55B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLYV	6.42K New	$77.23 - $87.97 $496K - $565K	6.42K $558M
DLS	4.59K New	$61.97 - $69.37 $284K - $318K	4.59K $317M
VO	1.02K New	$237.84 - $263.83 $241K - $268K	1.02K $268M
FREL	7.4K New	$25.07 - $29.94 $185K - $221K	7.4K $218M
DWX	5.54K New	$34.35 - $39.16 $190K - $217K	5.54K $213M
EFV	3.67K New	$51.72 - $57.96 $190K - $213K	3.67K $211M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VV	-10 - 0.91%	$236.92 - $263.4 $2.37K - $2.63K	1.09K $287M
DFIC	-19 - 0.18%	$25.36 - $28.37 $482 - $539	10.6K $298M
MANAGER DIRECTED PORTFOLIOS	-882 - 3.39%	N/A	25.1K $279M
DFSV	-56 - 0.33%	$28.25 - $31.7 $1.58K - $1.78K	17.1K $527M
USRT	-48 - 0.84%	$53.07 - $62.66 $2.55K - $3.01K	5.66K $348M
VLUE	-13 - 0.16%	$99.14 - $109.18 $1.29K - $1.42K	8.06K $879M

Activity Summary All Purchases 20 New Holdings 7 Increased Positions 13 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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