MBL Wealth, LLC RUNN Holdings History

Number of Shares
176,249.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
0.58%
Total Estimate Gain
$258,196.70
% of Total Estimate Gain
4.45%

MBL Wealth, LLC's Running Oak Efficient Growth ETF Holding Summary

As of 2025-03-31, MBL Wealth, LLC held 176,249.00 shares of Running Oak Efficient Growth ETF(RUNN), totaling $5.72 Mil. This investment constitutes 0.58% of their stock portfolio, and MBL Wealth, LLC now holds 1.7% of the outstanding Running Oak Efficient Growth ETF(RUNN) stock.

The initial trade took place in 2024Q3. And since then MBL Wealth, LLC has made 3 purchases of RUNN, at an average price of $32.90, for a total of 176,249.00 shares. Based on historical transaction data and RUNN's current price of $34.36, MBL Wealth, LLC's estimated gain on his RUNN holdings is $258,196.70, reflecting a 4.45% gain to date.

MBL Wealth, LLC RUNN ($34.36) Holding Chart

MBL Wealth, LLC RUNN ($34.36) 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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