Mbl Wealth, LLC Direxion Nasdaq 100 Equal Weig Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 11, 2023	BUY	$73.68 - $80.76 $220,155 - $241,310	2,988 Added 16.02%	21,639 $1.62 Million
Q2 2023 Jul 17, 2023	BUY	$69.17 - $77.41 $1.29 Million - $1.44 Million	18,651 New	18,651 $1.44 Million

Others Institutions Holding QQQE

# of Institutions

231

Shares Held

8.76M

Call Options Held

21.4K

Put Options Held

202K

Goldman Sachs Group Inc New York, NY

1.16M
Shares

$111 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

668K
Shares

$63.6 Million
0.02% of portfolio
Total Investment Management Inc Scottsdale, AZ

661K
Shares

$62.9 Million
6.68% of portfolio
Morgan Stanley New York, NY

631K
Shares

$60.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

548K
Shares

$52.2 Million
0.0% of portfolio

About DIREXION NASDAQ-100 EQUAL WEIG

Ticker QQQE
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