Avidian Wealth Enterprises, LLC MBB Holdings History
Avidian Wealth Enterprises, LLC's iShares MBS ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 658,546.00 shares of iShares MBS ETF(MBB), totaling $61.76 Mil. This investment constitutes 2.75% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.17% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2019Q3. And since then Avidian Wealth Enterprises, LLC has made 15 purchases of MBB, at an average price of $104.97, for a total of 741,925.00 shares. In addition, there have been 8 sales at an average price of $96.79 for 83,379.00 shares. Based on historical transaction data and MBB's current price of $92.80, Avidian Wealth Enterprises, LLC's estimated gain on his MBB holdings is $-8.70 Mil, reflecting a -11.17% gain to date.
Avidian Wealth Enterprises, LLC MBB ($92.80) Holding Chart
Avidian Wealth Enterprises, LLC MBB ($92.80) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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