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

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

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 144,828 shares of MMIT stock, worth $3.52 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
144,828
Previous 163,900 11.64%
Holding current value
$3.52 Million
Previous $3.93 Million 12.09%
% of portfolio
0.75%
Previous 0.94%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$23.36 - $24.11 $445,521 - $459,825
-19,072 Reduced 11.64%
144,828 $3.45 Million
Q1 2025

Apr 22, 2025
SELL
$23.87 - $24.35 $143,100 - $145,978
-5,995 Reduced 3.53%
163,900 $3.93 Million
Q4 2024

Jan 16, 2025
SELL
$23.99 - $24.55 $610,641 - $624,895
-25,454 Reduced 13.03%
169,895 $4.08 Million
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
129
Shares Held
39.6M
Call Options Held
0
Put Options Held
0
View Full List

About INDEXIQ ACTIVE ETF TR IQ MACKA

MMIT Quotes by TradingView
  • Ticker MMIT
  • Sector ETFs
  • Industry ETFs
More about MMIT
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