MBL Wealth, LLC MODL Holdings History
Number of Shares
135,594.00
Current Holdings Value*
$5.26 Mil
% of Portfolio
0.53%
Total Estimate Gain
$519,171.66
% of Total Estimate Gain
9.74%
MBL Wealth, LLC's VictoryShares WestEnd US Sector ETF Holding Summary
As of 2025-03-31, MBL Wealth, LLC held 135,594.00 shares of VictoryShares WestEnd US Sector ETF(MODL), totaling $5.26 Mil. This investment constitutes 0.53% of their stock portfolio, and MBL Wealth, LLC now holds 1.09% of the outstanding VictoryShares WestEnd US Sector ETF(MODL) stock.
The initial trade took place in 2024Q3. And since then MBL Wealth, LLC has made 3 purchases of MODL, at an average price of $39.30, for a total of 135,594.00 shares. Based on historical transaction data and MODL's current price of $43.13, MBL Wealth, LLC's estimated gain on his MODL holdings is $519,171.66, reflecting a 9.74% gain to date.
MBL Wealth, LLC MODL ($43.13) Holding Chart
MBL Wealth, LLC MODL ($43.13) 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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