Mb Generational Wealth, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Mb Generational Wealth, LLC

  • $157 Billion
  • Q3 2025
Number of Shares
23,571
Previous 24,317 3.07%
Holding current value
$251 Million
Previous $247 Million 1.81%
% of portfolio
0.16%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
N/A
-746 Reduced 3.07%
23,571 $251 Million
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
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