MGB Wealth Management, LLC
CIK
0002015822
City
ADDISON
State / Country
TX
Holdings in QQQX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $313,720 | 11,000 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $302,060 | 11,000 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $291,170 | 11,000 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $522,500 | 22,000 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $297,550 | 11,000 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $276,320 | 11,000 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $275,880 | 11,000 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $265,540 | 11,000 | Shares | Sole | 2024-05-06 |
| 2023-12-31 | $254,650 | 11,000 | Shares | Sole | 2024-04-23 |