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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