Mbl Wealth, LLC
CIK Number: 0001845785
895.90M
Market Value
180
# of Holdings
6 months
Avg. Holding Period
41.41%
Win Rate
24.07%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|
1 | Spdr S&P 500 Et... | 198.46K | +2.49% | 108.01M | 437.56 | 12.06% | |
2 | Spdr Ser Tr | 816.56K | -22.72% | 74.94M | 91.66 | 8.37% | |
3 | Ishares Tr | 733.84K | +4.63% | 42.94M | 51.81 | 4.79% | |
4 | Dimensional Etf... | 698.47K | +1.27% | 33.37M | 47.68 | 3.72% | |
5 | Ishares Tr | 678.02K | +2.57% | 32.12M | 46.92 | 3.58% |
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