Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Dune Acquisition Corp
Q2 2022 Filed on Jul 19, 2022
150,037
N/A
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Jul 19, 2022
3,547
$45.24 - $78.15 $160K - $277K
CVX
Chevron Corp

Energy
Q2 2022 Filed on Jul 19, 2022
1,342
$142.43 - $181.13 $191K - $243K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on Apr 20, 2022
4,509
$50.1 - $50.39 $226K - $227K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
Q1 2022 Filed on Apr 20, 2022
2,282
$79.81 - $89.28 $182K - $204K
INTF
Ishares Tr

ETFs
Q4 2021 Filed on Jan 19, 2022
8,082
$28.11 - $30.24 $227K - $244K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Jan 19, 2022
4,319
$54.5 - $55.03 $235K - $238K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2021 Filed on Jan 19, 2022
1,758
$113.45 - $115.33 $199K - $203K
SNDL
Sundial Growers Inc.

Healthcare
Q3 2021 Filed on Oct 25, 2021
16,000
$6.73 - $9.58 $108K - $153K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q3 2021 Filed on Oct 25, 2021
2,503
$79.36 - $84.88 $199K - $212K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2021 Filed on Oct 25, 2021
4,702
$41.44 - $45.27 $195K - $213K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q2 2021 Filed on Jul 19, 2021
8,854
$50.83 - $51.19 $450K - $453K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q2 2021 Filed on Jul 19, 2021
17,513
$36.47 - $38.55 $639K - $675K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2021 Filed on Jul 19, 2021
22,545
$35.87 - $38.34 $809K - $864K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2021 Filed on Jul 19, 2021
12,271
$88.83 - $95.54 $1.09M - $1.17M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2021 Filed on Jul 19, 2021
19,188
$52.74 - $53.49 $1.01M - $1.03M
IQLT
Ishares Msci Intl Quality Fact

ETFs
Q2 2021 Filed on Jul 19, 2021
5,572
$37.01 - $39.8 $206K - $222K
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2021 Filed on Jul 19, 2021
2,241
$93.53 - $105.5 $210K - $236K
BNDX
Vanguard Total International B

ETFs
Q1 2021 Filed on Apr 26, 2021
3,558
$56.78 - $58.56 $202K - $208K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q4 2020 Filed on Jan 19, 2021
6,912
$43.72 - $45.44 $302K - $314K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q4 2020 Filed on Jan 19, 2021
3,390
$65.49 - $73.81 $222K - $250K
EFG
Msci Eafe Growth ETF

ETFs
Q4 2020 Filed on Jan 19, 2021
19,875
$86.3 - $101.51 $1.72M - $2.02M
EMN
Eastman Chemical CO

Basic Materials
Q2 2020 Filed on Aug 14, 2020
133
$45.09 - $77.34 $6K - $10.3K
DLTH
Duluth Holdings Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
353
$3.32 - $9.36 $1.17K - $3.3K
EXAS
Exact Sciences Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
265
$55.75 - $92.75 $14.8K - $24.6K
Brookfield Property Partrs L
Q2 2020 Filed on Aug 14, 2020
276
N/A
AOK
Ishares Tr Core Conservative A

ETFs
Q2 2020 Filed on Aug 14, 2020
1,395
$33.39 - $36.73 $46.6K - $51.2K
HSC
Harsco Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
188
$6.13 - $14.15 $1.15K - $2.66K
K
Kellogg CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
310
$61.09 - $67.78 $18.9K - $21K
KEX
Kirby Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
477
$40.07 - $61.99 $19.1K - $29.6K
LUV
Southwest Airlines CO

Industrials
Q2 2020 Filed on Aug 14, 2020
1,033
$23.87 - $40.59 $24.7K - $41.9K
BYLD
Ishares Tr Yield Optimized Bd
Q2 2020 Filed on Aug 14, 2020
240
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q2 2020 Filed on Aug 14, 2020
117
$46.01 - $56.68 $5.38K - $6.63K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
Q2 2020 Filed on Aug 14, 2020
640
$21.35 - $24.92 $13.7K - $15.9K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q2 2020 Filed on Aug 14, 2020
882
$11.25 - $15.02 $9.92K - $13.2K
BHK
Blackrock Core Bond Trust

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,074
$13.33 - $15.55 $14.3K - $16.7K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q2 2020 Filed on Aug 14, 2020
714
$30.0 - $30.86 $21.4K - $22K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q2 2020 Filed on Aug 14, 2020
255
$32.09 - $35.22 $8.18K - $8.98K
TXN
Texas Instruments Inc

Technology
Q2 2020 Filed on Aug 14, 2020
156
$96.89 - $132.86 $15.1K - $20.7K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
Q2 2020 Filed on Aug 14, 2020
318
N/A
AFG
American Financial Group Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
90
$54.44 - $80.49 $4.9K - $7.24K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q2 2020 Filed on Aug 14, 2020
237
$34.36 - $51.77 $8.14K - $12.3K
Glu Mobile Inc
Q2 2020 Filed on Aug 14, 2020
714
N/A
RY
Royal Bank Of Canada

Financial Services
Q2 2020 Filed on Aug 14, 2020
181
$57.97 - $71.92 $10.5K - $13K
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
337
$27.43 - $46.7 $9.24K - $15.7K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
503
$2.08 - $6.45 $1.05K - $3.24K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Aug 14, 2020
592
$4.02 - $7.31 $2.38K - $4.33K
ARCC
Ares Capital Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
302
$9.13 - $16.2 $2.76K - $4.89K
POST
Post Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
11
$53.93 - $62.91 $593 - $692
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