Mbe Wealth Management, LLC Purchases and Sells in Q3 2024

Mbe Wealth Management, LLC

$175 Million
Q3 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYV	13.1K + 3.01%	$48.51 - $52.86 $638K - $695K	449K $23.8M
VB	26 + 0.02%	$214.77 - $237.72 $5.58K - $6.18K	117K $27.7M
USRT	582 + 0.22%	$53.07 - $62.66 $30.9K - $36.5K	259K $16M
ASTS	10.1K + 37.47%	$10.72 - $38.6 $108K - $390K	37.1K $970K
ACIO	10.2K + 10.58%	$36.82 - $39.74 $376K - $405K	107K $4.24M
DRSK	15.6K + 21.1%	$26.97 - $28.55 $420K - $445K	89.4K $2.53M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HTRB	33.9K New	$33.29 - $35.33 $1.13M - $1.2M	33.9K $1.18M
TSLA	940 New	$191.76 - $263.26 $180K - $247K	940 $245K
WMT	3.02K New	$66.91 - $81.4 $202K - $246K	3.02K $244K
RTX	1.97K New	$99.55 - $123.34 $196K - $243K	1.97K $238K
SCHA	4.52K New	$46.9 - $51.96 $212K - $235K	4.52K $232K
WEC	2.26K New	$77.68 - $96.19 $175K - $217K	2.26K $216K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UCON	-44.5K - 54.54%	$24.39 - $25.28 $1.08M - $1.12M	37K $931K
JNJ	-709 - 31.32%	$145.48 - $167.38 $103K - $119K	1.56K $252K
MRK	-99 - 2.76%	$111.15 - $128.97 $11K - $12.8K	3.49K $396K
JQUA	-1.96K - 10.24%	$51.29 - $56.57 $101K - $111K	17.2K $973K
SPSM	-1.6K - 17.89%	$41.02 - $46.01 $65.7K - $73.7K	7.35K $334K
SCHM	-580 - 10.11%	$75.47 - $83.18 $43.8K - $48.2K	5.16K $428K

Activity Summary All Purchases 57 New Holdings 9 Increased Positions 48 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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