WEALTHSOURCE PARTNERS, LLC MBB Holdings History
WEALTHSOURCE PARTNERS, LLC's iShares MBS ETF Holding Summary
As of 2023-12-31, WEALTHSOURCE PARTNERS, LLC held 309,641.00 shares of iShares MBS ETF(MBB), totaling $29.13 Mil. This investment constitutes 1.9% of their stock portfolio, and WEALTHSOURCE PARTNERS, LLC now holds 0.11% of the outstanding iShares MBS ETF(MBB) stock.
The initial trade took place in 2019Q1. And since then WEALTHSOURCE PARTNERS, LLC has made 11 purchases of MBB, at an average price of $99.76, for a total of 751,639.00 shares. In addition, there have been 9 sales at an average price of $102.18 for 441,998.00 shares. Based on historical transaction data and MBB's current price of $93.47, WEALTHSOURCE PARTNERS, LLC's estimated gain on his MBB holdings is $-876,839.81, reflecting a -1.17% gain to date.
WEALTHSOURCE PARTNERS, LLC MBB ($93.47) Holding Chart
WEALTHSOURCE PARTNERS, LLC MBB ($93.47) 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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