A detailed history of Mgb Wealth Management, LLC transactions in Black Rock Energy & Resources Trust stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 32,287 shares of BGR stock, worth $409,399. This represents 0.15% of its overall portfolio holdings.

Number of Shares
32,287
Previous 32,231 0.17%
Holding current value
$409,399
Previous $423 Million 1.66%
% of portfolio
0.15%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$12.28 - $13.34 $687 - $747
56 Added 0.17%
32,287 $416 Million
Q2 2024

Aug 12, 2024

BUY
$12.57 - $13.63 $6,988 - $7,578
556 Added 1.76%
32,231 $423 Million
Q1 2024

May 06, 2024

BUY
$11.87 - $13.25 $676 - $755
57 Added 0.18%
31,675 $420 Million
Q4 2023

Apr 22, 2024

BUY
$12.08 - $13.04 $381,945 - $412,298
31,618 New
31,618 $394 Million

Others Institutions Holding BGR

About BlackRock Energy & Resources Trust


  • Ticker BGR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the ...
More about BGR
Track This Portfolio

Track Mgb Wealth Management, LLC Portfolio

Follow Mgb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgb Wealth Management, LLC with notifications on news.