Mb Generational Wealth, LLC Purchases and Sells in Q1 2024

Mb Generational Wealth, LLC

$127 Billion
Q1 2024

Top Buys

Incresed Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	72.9K + 15.73%	$28.16 - $31.61 $2.05M - $2.3M	536K $17B
AVUV	21.9K + 11.14%	$84.87 - $93.71 $1.86M - $2.05M	219K $20.5B
DISV	51.4K + 12.59%	$24.73 - $27.24 $1.27M - $1.4M	460K $12.5B
AVLV	16K + 13.76%	$56.46 - $64.26 $905K - $1.03M	133K $8.52B
AVES	16.6K + 25.74%	$43.35 - $47.78 $721K - $795K	81.2K $3.85B
DIHP	18.3K + 10.83%	$24.77 - $26.98 $453K - $494K	187K $5.05B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	9.06K New	N/A	9.06K $536M
DFSV	10.6K New	$27.45 - $30.1 $291K - $319K	10.6K $319M
EFV	3.85K New	$50.46 - $54.5 $194K - $210K	3.85K $209M
VYMI	2.74K New	$64.37 - $68.92 $176K - $188K	2.74K $208M
PDN	14.5K New	$30.93 - $33.01 $450K - $480K	14.5K $205M
SCHP	11.4K New	$51.32 - $52.45 $587K - $599K	11.4K $183M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPDW	-3.46K - 27.48%	$32.85 - $35.9 $114K - $124K	9.13K $334M
AVRE	-345 - 3.84%	$40.52 - $43.42 $14K - $15K	8.64K $365M
REET	-30.9K - 71.62%	$22.72 - $24.32 $702K - $752K	12.2K $1.02B
MANAGER DIRECTED PORTFOLIOS	-22.8K - 81.42%	N/A	5.2K $265M
XLRE	-6.11K - 79.38%	$37.55 - $40.43 $229K - $247K	1.59K $309M
VNQI	-1.9K - 29.52%	$39.39 - $42.14 $74.9K - $80.1K	4.54K $276M

Activity Summary All Purchases 31 New Holdings 14 Increased Positions 17 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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