Strategic Wealth Partners, Ltd. MBB Holdings History
Strategic Wealth Partners, Ltd.'s iShares MBS ETF Holding Summary
As of 2024-12-31, Strategic Wealth Partners, Ltd. held 393,696.00 shares of iShares MBS ETF(MBB), totaling $36.25 Mil. This investment constitutes 3% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.1% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 18 purchases of MBB, at an average price of $96.54, for a total of 438,003.00 shares. In addition, there have been 7 sales at an average price of $107.23 for 44,307.00 shares. Based on historical transaction data and MBB's current price of $92.92, Strategic Wealth Partners, Ltd.'s estimated gain on his MBB holdings is $-951,692.20, reflecting a -2.25% gain to date.
Strategic Wealth Partners, Ltd. MBB ($92.92) Holding Chart
Strategic Wealth Partners, Ltd. MBB ($92.92) 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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