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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
| $133M | +$17.6M | +485,142 | +14% |
|
| 2 |
2
Goldman Sachs
New York
| $16.2M | -$281K | -7,713 | -2% |
|
| 3 |
3
LPL Financial
San Diego,
California
| $1.12M | +$898K | +24,680 | +317% |
|
| 4 |
MS
4
Millington Securities
Red Bank,
New Jersey
| $300K | +$316K | +8,685 | New |
|
| 5 |
WI
5
WBI Investments
Red Bank,
New Jersey
| $300K | +$316K | +8,685 | New |
|
| 6 |
6
Jane Street
New York
| $237K | +$250K | +6,869 | New |
|
| 7 |
MWM
7
Maridea Wealth Management
Brooklyn,
New York
| $233K | +$246K | +6,768 | New |
|
| 8 |
8
Morgan Stanley
New York
| $63.7K | +$546 | +15 | +0.8% |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $52.6K | +$55K | +1,512 | +12,600% |
|
| 10 |
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | +$50.9K | +1,399 | New |
|
| 11 |
AWM
11
AE Wealth Management
Topeka,
Kansas
| $25.8K | +$27.2K | +747 | New |
|
| 12 |
RA
12
RFG Advisory
Birmingham,
Alabama
| – | -$215K | -5,816 | Closed |
|
| 13 |
PFG
13
Premier Financial Group
Eureka,
California
| – | -$46.7K | -1,260 | Closed |
|