LWS Wealth Advisors, Inc. MBB Holdings History
LWS Wealth Advisors, Inc.'s iShares MBS ETF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 143,001.00 shares of iShares MBS ETF(MBB), totaling $13.45 Mil. This investment constitutes 5.05% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.05% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 8 purchases of MBB, at an average price of $106.31, for a total of 257,116.00 shares. In addition, there have been 8 sales at an average price of $107.89 for 114,115.00 shares. Based on historical transaction data and MBB's current price of $92.80, LWS Wealth Advisors, Inc.'s estimated gain on his MBB holdings is $-1.75 Mil, reflecting a -6.41% gain to date.
LWS Wealth Advisors, Inc. MBB ($92.80) Holding Chart
LWS Wealth Advisors, Inc. 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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