Mbe Wealth Management, LLC Closed Holding Positions

Mbe Wealth Management, LLC

  • $175 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FDM
First Trust Dow Jones Select M

ETFs
Q2 2020 Filed on Aug 14, 2020
253
$28.31 - $43.56 $7.16K - $11K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2020 Filed on Aug 14, 2020
18
$117.99 - $172.68 $2.12K - $3.11K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q2 2020 Filed on Aug 14, 2020
45
$54.68 - $72.85 $2.46K - $3.28K
SPMD
Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 14, 2020
75
$23.46 - $34.21 $1.76K - $2.57K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2020 Filed on Aug 14, 2020
370
$39.28 - $49.82 $14.5K - $18.4K
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2020 Filed on Aug 14, 2020
4,039
$27.43 - $34.57 $111K - $140K
STOT
Spdr Doubleline Short Duration

ETFs
Q2 2020 Filed on Aug 14, 2020
60
$48.14 - $49.67 $2.89K - $2.98K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q2 2020 Filed on Aug 14, 2020
305
$85.6 - $88.34 $26.1K - $26.9K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2020 Filed on Aug 14, 2020
260
$22.29 - $32.04 $5.8K - $8.33K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
125
$33.84 - $42.89 $4.23K - $5.36K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2020 Filed on Aug 14, 2020
59
$72.34 - $84.0 $4.27K - $4.96K
INTC
Intel Corp

Technology
Q2 2020 Filed on Aug 14, 2020
2,378
$51.88 - $64.34 $123K - $153K
CMI
Cummins Inc

Industrials
Q2 2020 Filed on Aug 14, 2020
6
$130.39 - $183.9 $782 - $1.1K
FTNT
Fortinet, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
8
$20.09 - $29.12 $161 - $233
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
1,071
$19.61 - $21.9 $21K - $23.5K
IWM
Ishares Russell 2000 ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
307
$104.62 - $153.09 $32.1K - $47K
ITA
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
58
$67.92 - $96.92 $3.94K - $5.62K
PANW
Palo Alto Networks Inc

Technology
Q2 2020 Filed on Aug 14, 2020
4
$162.66 - $239.86 $651 - $959
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
36
$91.38 - $174.23 $3.29K - $6.27K
PKX
Posco Holdings Inc.

Basic Materials
Q2 2020 Filed on Aug 14, 2020
19
$31.09 - $42.61 $591 - $810
HD
Home Depot, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
131
$178.63 - $256.77 $23.4K - $33.6K
VGSH
Vanguard

ETFs
Q2 2020 Filed on Aug 14, 2020
1,315
$62.08 - $62.28 $81.6K - $81.9K
V
Visa Inc.

Financial Services
Q2 2020 Filed on Aug 14, 2020
415
$151.85 - $200.48 $63K - $83.2K
F
Ford Motor CO

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
2,684
$4.24 - $7.53 $11.4K - $20.2K
COF
Capital One Financial Corp

Financial Services
Q2 2020 Filed on Aug 14, 2020
9
$42.27 - $80.0 $380 - $720
XLF
Financial Sector Spdr

ETFs
Q2 2020 Filed on Aug 14, 2020
3,179
$19.55 - $26.74 $62.1K - $85K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
Q2 2020 Filed on Aug 14, 2020
1,627
$20.48 - $23.5 $33.3K - $38.2K
MS
Morgan Stanley

Financial Services
Q2 2020 Filed on Aug 14, 2020
451
$31.62 - $50.4 $14.3K - $22.7K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2020 Filed on Aug 14, 2020
1,406
$37.01 - $56.66 $52K - $79.7K
TCMD
Tactile Systems Technology Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
100
$35.83 - $55.26 $3.58K - $5.53K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2020 Filed on Aug 14, 2020
436
$46.66 - $61.22 $20.3K - $26.7K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2020 Filed on Aug 14, 2020
785
$40.37 - $47.5 $31.7K - $37.3K
IEO
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
590
$21.51 - $42.97 $12.7K - $25.4K
ENB
Enbridge Inc

Energy
Q2 2020 Filed on Aug 14, 2020
1,163
$27.21 - $33.9 $31.6K - $39.4K
TTE
Total Energies Se

Energy
Q2 2020 Filed on Aug 14, 2020
277
$32.25 - $44.19 $8.93K - $12.2K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
Q2 2020 Filed on Aug 14, 2020
1,446
$24.71 - $26.01 $35.7K - $37.6K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
Q2 2020 Filed on Aug 14, 2020
682
$55.16 - $56.55 $37.6K - $38.6K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
Q2 2020 Filed on Aug 14, 2020
1,405
$25.16 - $27.62 $35.3K - $38.8K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
Q2 2020 Filed on Aug 14, 2020
1,768
$26.44 - $27.05 $46.7K - $47.8K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q2 2020 Filed on Aug 14, 2020
1,489
$52.19 - $55.04 $77.7K - $82K
KMI
Kinder Morgan, Inc.

Energy
Q2 2020 Filed on Aug 14, 2020
1,723
$12.73 - $17.97 $21.9K - $31K
HAL
Halliburton CO

Energy
Q2 2020 Filed on Aug 14, 2020
310
$6.6 - $16.4 $2.05K - $5.08K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q2 2020 Filed on Aug 14, 2020
2,320
$24.14 - $37.04 $56K - $85.9K
ASML
Asml Holding Nv

Technology
Q2 2020 Filed on Aug 14, 2020
59
$244.61 - $368.03 $14.4K - $21.7K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
113
$79.55 - $124.22 $8.99K - $14K
GLW
Corning Inc

Technology
Q2 2020 Filed on Aug 14, 2020
642
$17.91 - $27.85 $11.5K - $17.9K
URA
Global X Uranium ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
751
$8.4 - $11.47 $6.31K - $8.61K
FXI
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
224
$36.01 - $41.56 $8.07K - $9.31K
KBA
Kraneshares Bosera Msci China

ETFs
Q2 2020 Filed on Aug 14, 2020
315
$28.98 - $33.93 $9.13K - $10.7K
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