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Company Main View
Name:
MGB Wealth Management LLC
City:
ADDISON
State:
TX
Zip:
75001
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$246,168,000
Total Value Change :
$47,156,000
Securities Held Change :
5
All Securities Held :
264
New Positions
:
10
Closed Positions
:
5
Increased Positions
:
76
Unchanged Positions
:
138
Decreased Positions
:
40
Download
Free Registration Required For Full Results
Holdings Found :
5
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
VBK
Vanguard Small Cap Gr VIPERS
267
Closed
$249.33
$0
0
0%
-6,000
-25
0
Closed - End Fund - E...
RYLD
Global X Russell 2000 Cover...
266
Closed
$16.10
$0
0
0%
-52,000
-3,091
0
N/A
HSPX
Global X S&P 500 Covered Ca...
265
Closed
$0.00
$0
0
0%
-47,000
-1,200
0
N/A
APD
Air Products & Chemicals Inc
269
Closed
$260.27
$0
0
0%
-762,000
-2,783
0
Diversified Chemicals
GDX
VanEck Vectors Gold Miners ETF
268
Closed
$34.07
$0
0
0%
0
0
0
Closed - End Fund - E...
5
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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