Mbl Wealth, LLC Invesco S&P 500 Equal Weight E Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 11, 2023	BUY	$137.35 - $154.96 $9,477 - $10,692	69 Added 0.13%	54,935 $7.94 Million
Q4 2022 Jan 12, 2023	BUY	$128.02 - $149.03 $743,540 - $865,566	5,808 Added 11.84%	54,866 $7.75 Million
Q3 2022 Jan 12, 2023	BUY	$127.28 - $152.39 $507,210 - $607,274	3,985 Added 8.84%	49,058 $6.24 Million
Q2 2022 Jan 12, 2023	BUY	$130.84 - $158.96 $117,886 - $143,222	901 Added 2.04%	45,073 $6.05 Million
Q1 2022 May 02, 2022	BUY	$148.26 - $164.2 $2.31 Million - $2.56 Million	15,598 Added 54.59%	44,172 $6.97 Million
Q3 2021 Oct 25, 2021	BUY	$146.61 - $157.39 $2.06 Million - $2.21 Million	14,022 Added 96.36%	28,574 $4.28 Million
Q1 2021 May 27, 2021	BUY	$125.7 - $142.8 $1.83 Million - $2.08 Million	14,552 New	14,552 $2.06 Million

Others Institutions Holding RSP

# of Institutions

1,827

Shares Held

231M

Call Options Held

2.45M

Put Options Held

9.88M

Morgan Stanley New York, NY

27.2M
Shares

$4.93 Billion
0.36% of portfolio
Northwestern Mutual Wealth Management CO

22.3M
Shares

$4.05 Billion
3.57% of portfolio
Bank Of America Corp Charlotte, NC

19.1M
Shares

$3.47 Billion
0.29% of portfolio
Goldman Sachs Group Inc New York, NY

7.79M
Shares

$1.41 Billion
0.23% of portfolio
Invesco Ltd. Atlanta, GA

7.65M
Shares

$1.39 Billion
0.27% of portfolio

About INVESCO S&P 500 EQUAL WEIGHT E

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