Mb Generational Wealth, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Mb Generational Wealth, LLC

  • $136 Billion
  • Q4 2024
Number of Shares
24,317
Previous 25,129 3.23%
Holding current value
$246 Million
Previous $279 Million 11.85%
% of portfolio
0.18%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
N/A
-812 Reduced 3.23%
24,317 $246 Million
Q3 2024

Nov 07, 2024
SELL
N/A
-882 Reduced 3.39%
25,129 $279 Million
Q2 2024

Jul 23, 2024
BUY
N/A
20,816 Added 400.69%
26,011 $252 Million
Q1 2024

May 08, 2024
SELL
N/A
-22,760 Reduced 81.42%
5,195 $265 Million
Q4 2023

Feb 07, 2024
BUY
N/A
27,955 New
27,955 $278 Million
Track This Portfolio

Track Mb Generational Wealth, LLC Portfolio

Follow Mb Generational 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 Mb Generational Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mb Generational Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email