Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WPC
W. P. Carey Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
100
$50.26 - $74.36 $5.03K - $7.44K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q2 2020 Filed on Aug 14, 2020
230
$55.71 - $83.39 $12.8K - $19.2K
WU
Western Union CO

Financial Services
Q2 2020 Filed on Aug 14, 2020
600
$17.6 - $24.82 $10.6K - $14.9K
DTRE
First Trust Alerian Disruptive
Q2 2020 Filed on Aug 14, 2020
96
N/A
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
191
$50.99 - $75.55 $9.74K - $14.4K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
162
$121.38 - $165.27 $19.7K - $26.8K
Assertio Therapeutics Inc
Q2 2020 Filed on Aug 14, 2020
595
N/A
Sunesis Pharmaceuticals Inc
Q2 2020 Filed on Aug 14, 2020
166
N/A
ALL
Allstate Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
229
$85.79 - $106.99 $19.6K - $24.5K
CMCSA
Comcast Corp

Communication Services
Q2 2020 Filed on Aug 14, 2020
253
$32.42 - $43.12 $8.2K - $10.9K
CBU
Community Bank System, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
623
$51.93 - $66.48 $32.4K - $41.4K
DFS
Discover Financial Services

Financial Services
Q2 2020 Filed on Aug 14, 2020
86
$28.53 - $61.29 $2.45K - $5.27K
MCO
Moodys Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
210
$197.55 - $282.58 $41.5K - $59.3K
United States Oil Fund LP
Q2 2020 Filed on Aug 14, 2020
4,475
N/A
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
350
N/A
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
100
$49.88 - $74.58 $4.99K - $7.46K
BSVN
Bank7 Corp.

Financial Services
Q2 2020 Filed on Aug 14, 2020
100
$6.7 - $13.19 $670 - $1.32K
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2020 Filed on Aug 14, 2020
1
$6.83 - $11.35 $6.83 - $11.4
STLD
Steel Dynamics Inc

Basic Materials
Q2 2020 Filed on Aug 14, 2020
29
$20.98 - $29.58 $608 - $858
ALC
Alcon Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
120
$49.45 - $64.16 $5.93K - $7.7K
NVS
Novartis Ag

Healthcare
Q2 2020 Filed on Aug 14, 2020
103
$80.93 - $91.1 $8.34K - $9.38K
UGI
Ugi Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
213
$24.64 - $36.77 $5.25K - $7.83K
PINS
Pinterest, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
323
$13.7 - $24.07 $4.43K - $7.77K
SNAP
Snap Inc

Communication Services
Q2 2020 Filed on Aug 14, 2020
590
$11.06 - $24.48 $6.53K - $14.4K
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
250
$8.01 - $25.56 $2K - $6.39K
TWTR
Twitter, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
250
$23.02 - $36.64 $5.76K - $9.16K
FEMS
First Trust Emerging Markets S

ETFs
Q2 2020 Filed on Aug 14, 2020
292
$24.2 - $33.83 $7.07K - $9.88K
DEUS
Xtrackers Russell Us Multifact

ETFs
Q2 2020 Filed on Aug 14, 2020
202
$24.75 - $34.68 $5K - $7.01K
ROK
Rockwell Automation, Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
45
$143.68 - $227.39 $6.47K - $10.2K
NOC
Northrop Grumman Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
70
$301.75 - $356.3 $21.1K - $24.9K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q2 2020 Filed on Aug 14, 2020
985
N/A
MDB
Mongo Db, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
17
$120.47 - $238.38 $2.05K - $4.05K
OKTA
Okta, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
45
$115.99 - $204.78 $5.22K - $9.22K
SWAV
Shockwave Medical, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
100
$27.25 - $47.53 $2.73K - $4.75K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
40
$11.46 - $25.14 $458 - $1.01K
Telaria Inc
Q2 2020 Filed on Aug 14, 2020
200
N/A
TWLO
Twilio Inc

Communication Services
Q2 2020 Filed on Aug 14, 2020
12
$80.69 - $221.15 $968 - $2.65K
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
28
$24.85 - $52.2 $696 - $1.46K
WIX
Wix.Com Ltd.

Technology
Q2 2020 Filed on Aug 14, 2020
156
$92.62 - $256.22 $14.4K - $40K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
54
$113.75 - $259.51 $6.14K - $14K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
Q2 2020 Filed on Aug 14, 2020
246
$27.44 - $38.56 $6.75K - $9.49K
EMGF
Ishares Msci Emerging Markets

ETFs
Q2 2020 Filed on Aug 14, 2020
671
$32.93 - $40.43 $22.1K - $27.1K
MEAR
Blackrock Short Maturity Munic

ETFs
Q2 2020 Filed on Aug 14, 2020
153
$49.27 - $50.15 $7.54K - $7.67K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q2 2020 Filed on Aug 14, 2020
1,050
$88.97 - $93.19 $93.4K - $97.8K
ILMN
Illumina, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
3
$256.46 - $373.01 $769 - $1.12K
GH
Guardant Health, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
15
$60.49 - $97.5 $907 - $1.46K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q2 2020 Filed on Aug 14, 2020
547
$40.33 - $50.46 $22.1K - $27.6K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q2 2020 Filed on Aug 14, 2020
430
$16.21 - $18.63 $6.97K - $8.01K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
1,301
$48.74 - $50.59 $63.4K - $65.8K
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