Ml & R Wealth Management LLC New Holdings in Q1 2024

Ml & R Wealth Management LLC

  • $435 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
EPD
Enterprise Products Partners L.P.

Energy
17.7K
New
$26.23 - $29.18 $464K - $517K
17.7K $516K
MRK
Merck & Co., Inc.

Healthcare
1.79K
New
$113.24 - $131.95 $202K - $236K
1.79K $235K
Dimensional ETF Trust
8.54K
New
N/A
8.54K $0
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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