Connectus Wealth, LLC MBB Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-10.67 Mil
% of Total Estimate Gain
-8.68%

Connectus Wealth, LLC's iShares MBS ETF Holding Summary

As of 2024-03-31, Connectus Wealth, LLC held - shares of iShares MBS ETF(MBB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Connectus Wealth, LLC now holds -% of the outstanding iShares MBS ETF(MBB) stock.

The initial trade took place in 2022Q1. And since then Connectus Wealth, LLC has made 4 purchases of MBB, at an average price of $100.09, for a total of 1.23 Mil shares. In addition, there have been 5 sales at an average price of $91.40 for 1.23 Mil shares. Based on historical transaction data and MBB's current price of $92.80, Connectus Wealth, LLC's estimated gain on his MBB holdings is $-10.67 Mil, reflecting a -8.68% gain to date.

Connectus Wealth, LLC MBB ($92.80) Holding Chart

Connectus Wealth, 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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