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MBCE
Monarch Blue Chips Elite Index ETF
MBCE
MBCE
37.78
USD
+0.40
1.07%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
1.07%
5 days
0.13%
1 month
-2.43%
3 months
-3.67%
6 months
2.47%
Year to date
2.55%
1 year
3.56%
5 years
26.78%
10 years
53.7%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $176M | +$14M | +366,914 | +10% |
|
| 2 |
2
Goldman Sachs
New York
| $19.5M | – | – | – |
|
| 3 |
3
LPL Financial
San Diego,
California
| $4.21M | +$2.62M | +68,708 | +212% |
|
| 4 |
WI
4
WBI Investments
Red Bank,
New Jersey
| $376K | +$13.9K | +364 | +4% |
|
| 5 |
MWM
5
Maridea Wealth Management
Brooklyn,
New York
| $283K | +$1.6K | +42 | +0.6% |
|
| 6 |
RA
6
RFG Advisory
Birmingham,
Alabama
| $232K | +$213K | +5,575 | New |
|
| 7 |
7
JP Morgan Chase
New York
| $217K | +$204K | +5,338 | New |
|
| 8 |
8
Morgan Stanley
New York
| $90.1K | +$12.2K | +319 | +17% |
|
| 9 |
AWM
9
AE Wealth Management
Topeka,
Kansas
| $31.1K | – | – | – |
|
| 10 |
10
Jane Street
New York
| – | -$237K | -6,869 | Closed |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$52.6K | -1,524 | Closed |
|
| 12 |
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$48K | -1,399 | Closed |
|