MW
MBL Wealth’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.94M | Buy |
205,175
+28,926
| +16% | +$979K | 0.66% | 33 |
|
2025
Q1 | $5.72M | Buy |
176,249
+92,120
| +109% | +$2.99M | 0.58% | 40 |
|
2024
Q4 | $2.76M | Buy |
84,129
+26,129
| +45% | +$856K | 0.28% | 60 |
|
2024
Q3 | $1.94M | Buy |
+58,000
| New | +$1.94M | 0.21% | 64 |
|