Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q2 2020 Filed on Aug 14, 2020
99
$38.73 - $49.8 $3.83K - $4.93K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2020 Filed on Aug 14, 2020
445
$54.49 - $72.8 $24.2K - $32.4K
GVI
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
121
$114.67 - $117.72 $13.9K - $14.2K
EMB
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
285
$93.85 - $109.23 $26.7K - $31.1K
IYF
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
350
$45.62 - $62.0 $16K - $21.7K
SYK
Stryker Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
87
$144.67 - $207.03 $12.6K - $18K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
19
$144.16 - $193.61 $2.74K - $3.68K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
44
$94.52 - $125.14 $4.16K - $5.51K
CVS
Cvs Health Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
891
$55.41 - $70.62 $49.4K - $62.9K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
457
$19.19 - $36.97 $8.77K - $16.9K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
139
$119.96 - $121.18 $16.7K - $16.8K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2020 Filed on Aug 14, 2020
370
$48.5 - $50.01 $17.9K - $18.5K
SOXX
Ishares Semiconductor ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
101
$193.98 - $272.82 $19.6K - $27.6K
Marvell Technology Group LTD
Q2 2020 Filed on Aug 14, 2020
500
N/A
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
Q2 2020 Filed on Aug 14, 2020
804
$24.65 - $26.99 $19.8K - $21.7K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
6,237
$24.19 - $26.75 $151K - $167K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,044
$25.83 - $28.92 $27K - $30.2K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,074
$23.83 - $26.77 $25.6K - $28.8K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q2 2020 Filed on Aug 14, 2020
396
$52.84 - $54.79 $20.9K - $21.7K
FTSL
First Trust Senior Ln Fund

ETFs
Q2 2020 Filed on Aug 14, 2020
696
$41.79 - $46.3 $29.1K - $32.2K
VHT
Vanguard Health Care ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
136
$159.59 - $198.15 $21.7K - $26.9K
United Technologies Corp
Q2 2020 Filed on Aug 14, 2020
751
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
1,563
$38.35 - $47.02 $59.9K - $73.5K
Aurora Cannabis Inc
Q2 2020 Filed on Aug 14, 2020
1,200
N/A
BAC
Bank Of America Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
2,035
$19.77 - $28.54 $40.2K - $58.1K
CGC
Canopy Growth Corp

Healthcare
Q2 2020 Filed on Aug 14, 2020
349
$13.25 - $21.72 $4.62K - $7.58K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2020 Filed on Aug 14, 2020
72
$66.59 - $98.98 $4.79K - $7.13K
MU
Micron Technology Inc

Technology
Q2 2020 Filed on Aug 14, 2020
62
$39.89 - $53.72 $2.47K - $3.33K
SMG
Scotts Miracle Gro CO

Basic Materials
Q2 2020 Filed on Aug 14, 2020
40
$100.07 - $150.7 $4K - $6.03K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
1,166
$35.1 - $42.83 $40.9K - $49.9K
NKE
Nike, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
71
$78.86 - $104.29 $5.6K - $7.4K
SU
Suncor Energy Inc

Energy
Q2 2020 Filed on Aug 14, 2020
250
$14.31 - $21.28 $3.58K - $5.32K
TD
Toronto Dominion Bank

Financial Services
Q2 2020 Filed on Aug 14, 2020
205
$38.47 - $49.17 $7.89K - $10.1K
USB
Us Bancorp \De\

Financial Services
Q2 2020 Filed on Aug 14, 2020
724
$29.45 - $43.51 $21.3K - $31.5K
XYL
Xylem Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
83
$58.19 - $73.79 $4.83K - $6.12K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
Q2 2020 Filed on Aug 14, 2020
710
$14.36 - $15.76 $10.2K - $11.2K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2020 Filed on Aug 14, 2020
390
$26.11 - $28.18 $10.2K - $11K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
15
$31.87 - $57.04 $478 - $856
HSBC
Hsbc Holdings PLC

Financial Services
Q2 2020 Filed on Aug 14, 2020
45
$22.97 - $26.85 $1.03K - $1.21K
PSX
Phillips 66

Energy
Q2 2020 Filed on Aug 14, 2020
736
$49.51 - $89.73 $36.4K - $66K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
87
$85.19 - $131.13 $7.41K - $11.4K
RDS-A
Shell PLC

Energy
Q2 2020 Filed on Aug 14, 2020
76
$28.36 - $36.98 $2.16K - $2.81K
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
66
$39.5 - $64.11 $2.61K - $4.23K
CC
Chemours CO

Basic Materials
Q2 2020 Filed on Aug 14, 2020
7
$7.26 - $17.65 $50.8 - $124
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q2 2020 Filed on Aug 14, 2020
668
$35.99 - $40.49 $24K - $27K
CMS
Cms Energy Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
110
$53.68 - $63.17 $5.9K - $6.95K
DTE
Dte Energy CO

Utilities
Q2 2020 Filed on Aug 14, 2020
47
$74.15 - $99.92 $3.49K - $4.7K
DUK
Duke Energy Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
23
$76.02 - $91.91 $1.75K - $2.11K
EVRG
Evergy, Inc.

Utilities
Q2 2020 Filed on Aug 14, 2020
121
$51.75 - $65.1 $6.26K - $7.88K
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