Mb Generational Wealth, LLC Purchases and Sells in Q1 2025

Mb Generational Wealth, LLC

$134 Billion
Q1 2025

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DISV	5K + 1.07%	$26.09 - $30.21 $130K - $151K	474K $13.8B
REET	16.5K + 31.02%	$23.24 - $25.16 $383K - $414K	69.6K $1.69B
DIHP	1.79K + 0.88%	$25.1 - $27.85 $45K - $49.9K	205K $5.51B
DFAC	11.2K + 17.16%	$32.42 - $36.13 $364K - $406K	76.6K $2.53B
DFCF	5.29K + 81.39%	$40.79 - $42.32 $216K - $224K	11.8K $496M
IVLU	5.96K + 71.18%	$26.71 - $31.58 $159K - $188K	14.3K $435M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	3.42K New	$95.85 - $99.25 $328K - $339K	3.42K $338M
GLD	805 New	$243.19 - $288.14 $196K - $232K	805 $232M
AVDV	3.27K New	$63.74 - $71.96 $208K - $235K	3.27K $228M
DFIP	5.37K New	$40.27 - $42.11 $216K - $226K	5.37K $226M
XLRE	5.02K New	$39.18 - $43.52 $197K - $219K	5.02K $210M
FREL	7.4K New	$25.98 - $28.59 $192K - $211K	7.4K $203M

Top Sells

Reduced Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	-2.35K - 2.6%	$168.16 - $186.21 $395K - $437K	88.1K $15B
VBR	-2.05K - 20.21%	$183.02 - $207.75 $374K - $425K	8.08K $1.5B
AVRE	-8.97K - 49.33%	$40.62 - $44.31 $364K - $398K	9.21K $396M
AVLV	-568 - 0.42%	$63.51 - $70.42 $36.1K - $40K	134K $8.71B
DFSU	-752 - 0.87%	N/A	85.2K $3.05B
DFAT	-89 - 0.43%	$50.44 - $58.1 $4.49K - $5.17K	20.5K $1.05B

Activity Summary All Purchases 23 New Holdings 6 Increased Positions 17 All Sells 14 Reductions 14 Sold out 0 Calls 0 Puts 0

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