Kingsview Wealth Management, LLC MBCC Holdings History
Kingsview Wealth Management, LLC's Monarch Blue Chips Core Index ETF Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 2.80 Mil shares of Monarch Blue Chips Core Index ETF(MBCC), totaling $93.82 Mil. This investment constitutes 1.77% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 70.45% of the outstanding Monarch Blue Chips Core Index ETF(MBCC) stock.
The initial trade took place in 2024Q4. And since then Kingsview Wealth Management, LLC has made 1 purchases of MBCC, at an average price of $35.18, for a total of 3.04 Mil shares. In addition, there have been 1 sales at an average price of $35.05 for 237,761.00 shares. Based on historical transaction data and MBCC's current price of $36.98, Kingsview Wealth Management, LLC's estimated gain on his MBCC holdings is $5.02 Mil, reflecting a 4.69% gain to date.
Kingsview Wealth Management, LLC MBCC ($36.98) Holding Chart
Kingsview Wealth Management, LLC MBCC ($36.98) 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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