Magnolia Private Wealth, LLC SIMPLIFY MBS ETF Transaction History

Magnolia Private Wealth, LLC

  • $129 Billion
  • Q2 2025
Number of Shares
6,209
Previous 6,201 0.13%
Holding current value
$311 Million
Previous $311 Million 0.03%
% of portfolio
0.24%
Previous 0.26%

Shares

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

Jul 18, 2025
BUY
N/A
8 Added 0.13%
6,209 $311 Million
Q1 2025

Apr 15, 2025
SELL
N/A
-3,799 Reduced 37.99%
6,201 $311 Million
Q4 2024

Feb 04, 2025
BUY
N/A
10,000 New
10,000 $497 Million
Track This Portfolio

Track Magnolia Private Wealth, LLC Portfolio

Follow Magnolia Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Magnolia Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email