Bernardo Wealth Planning LLC Indexiq Active ETF Tr Iq Macka Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Indexiq Active ETF Tr Iq Macka stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 195,349 shares of MMIT stock, worth $4.74 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

195,349

Previous 202,583 3.57%

Holding current value

$4.74 Million

Previous $4.9 Million 2.67%

% of portfolio

1.16%

Previous 1.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$24.07 - $24.62 $174,122 - $178,101	-7,234 Reduced 3.57%	195,349 $4.77 Million
Q2 2024 Jul 10, 2024	BUY	$23.91 - $24.27 $400,301 - $406,328	16,742 Added 9.01%	202,583 $4.9 Million
Q1 2024 May 07, 2024	BUY	$24.29 - $24.61 $135,926 - $137,717	5,596 Added 3.1%	185,841 $4.53 Million
Q4 2023 Jan 25, 2024	BUY	$23.25 - $24.67 $2.01 Million - $2.13 Million	86,408 Added 92.08%	180,245 $4.43 Million
Q3 2023 Oct 30, 2023	BUY	$23.48 - $24.43 $522,101 - $543,225	22,236 Added 31.06%	93,837 $2.21 Million
Q2 2023 Jul 21, 2023	BUY	$24.08 - $24.74 $230,614 - $236,934	9,577 Added 15.44%	71,601 $1.74 Million
Q1 2023 May 05, 2023	BUY	$24.04 - $24.75 $192 - $198	8 Added 0.01%	62,024 $1.53 Million
Q4 2022 Jan 30, 2023	BUY	$23.12 - $24.39 $1.43 Million - $1.51 Million	62,016 New	62,016 $1.5 Million

Others Institutions Holding MMIT

# of Institutions

102

Shares Held

23.2M

Call Options Held

Put Options Held

View Full List

About INDEXIQ ACTIVE ETF TR IQ MACKA

Ticker MMIT
Sector ETFs
Industry ETFs

More about MMIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Account

Bernardo Wealth Planning LLC Indexiq Active ETF Tr Iq Macka Transaction History