Mbe Wealth Management, LLC First Tr Tactical High Yield L Transaction History

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024

A detailed history of Mbe Wealth Management, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 13,062 shares of HYLS stock, worth $542,856. This represents 0.31% of its overall portfolio holdings.

Number of Shares
13,062
Previous 12,651 3.25%
Holding current value
$542,856
Previous $514,000 6.61%
% of portfolio
0.31%
Previous 0.32%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$40.54 - $42.23 $16,661 - $17,356
411 Added 3.25%
13,062 $548,000
Q2 2024

Jul 19, 2024
BUY
$40.2 - $41.01 $18,250 - $18,618
454 Added 3.72%
12,651 $514,000
Q1 2024

Apr 22, 2024
SELL
$40.81 - $41.46 $105,983 - $107,671
-2,597 Reduced 17.55%
12,197 $502,000
Q4 2023

Jan 29, 2024
BUY
$38.23 - $41.71 $5,122 - $5,589
134 Added 0.91%
14,794 $614,000
Q3 2023

Oct 16, 2023
BUY
$39.14 - $40.03 $26,145 - $26,740
668 Added 4.77%
14,660 $575,000
Q2 2023

Jul 17, 2023
BUY
$38.96 - $40.13 $17,843 - $18,379
458 Added 3.38%
13,992 $554,000
Q1 2023

Apr 20, 2023
BUY
$38.94 - $41.16 $97,973 - $103,558
2,516 Added 22.84%
13,534 $538,000
Q4 2022

Jan 17, 2023
BUY
$38.49 - $40.0 $100,112 - $104,040
2,601 Added 30.9%
11,018 $0
Q3 2022

Oct 20, 2022
BUY
$38.24 - $42.59 $17,666 - $19,676
462 Added 5.81%
8,417 $323,000
Q2 2022

Jul 19, 2022
BUY
$39.11 - $45.8 $16,113 - $18,869
412 Added 5.46%
7,955 $311,000
Q1 2022

Apr 20, 2022
BUY
$44.3 - $47.81 $334,154 - $360,630
7,543 New
7,543 $345,000
Q2 2020

Aug 14, 2020
SELL
$41.77 - $47.26 $36,632 - $41,447
-877 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$37.51 - $49.05 $32,896 - $43,016
877 New
877 $36,000

Others Institutions Holding HYLS

# of Institutions
220
Shares Held
31.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
Track This Portfolio

Track Mbe Wealth Management, LLC Portfolio

Follow Mbe Wealth Management, 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 Mbe Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbe Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email