Mbl Wealth, LLC Purchases and Sells in Q1 2024

Mbl Wealth, LLC

$830 Million
Q1 2024

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	7.74K + 4.16%	$467.28 - $523.17 $3.62M - $4.05M	194K $101M
STOT	114K + 813.7%	$46.77 - $47.05 $5.34M - $5.37M	128K $6.02M
BIL	47K + 4.65%	$91.4 - $91.8 $4.29M - $4.31M	1.06M $97M
IJH	562K + 402.7%	$56.98 - $284.98 $32M - $160M	701K $42.6M
PDBC	244K + 157.86%	$13.13 - $13.89 $3.2M - $3.39M	399K $5.53M
VNQ	27.2K + 893.46%	$82.58 - $89.12 $2.25M - $2.42M	30.3K $2.62M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TOTL	132K New	$39.46 - $40.35 $5.19M - $5.31M	132K $5.27M
UJAN	30.4K New	$34.12 - $36.1 $1.04M - $1.1M	30.4K $1.1M
XLV	6.41K New	$138.48 - $147.86 $888K - $948K	6.41K $947K
PMAR	19.6K New	$35.51 - $36.81 $696K - $721K	19.6K $721K
FDEC	16.7K New	$38.59 - $41.21 $644K - $688K	16.7K $688K
EVER	35.8K New	$10.45 - $19.1 $374K - $683K	35.8K $663K

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COM	-94.8K - 51.97%	$27.6 - $28.67 $2.62M - $2.72M	87.7K $2.48M
FAUG	-44K - 14.95%	$40.1 - $42.88 $1.77M - $1.89M	251K $10.7M
SUB	-7.05K - 6.74%	$104.73 - $105.42 $738K - $743K	97.5K $10.2M
TSLA	-486 - 6.04%	$162.5 - $248.42 $79K - $121K	7.56K $1.33M
FMAY	-16.1K - 64.93%	$41.01 - $43.22 $658K - $694K	8.67K $374K
TFC	-13.8K - 43.1%	$34.53 - $38.98 $477K - $539K	18.2K $711K

Options

Puts

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	4.3K New	$467.28 - $523.17 $2.01M - $2.25M	4.3K $2.25M
AAPL	700 + 30.43%	$169.0 - $195.18 $118K - $137K	3K $514K

Activity Summary All Purchases 103 New Holdings 23 Increased Positions 80 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 2

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