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Mdb Cap Hldgs shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Mdb Cap Hldgs (MDBH) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Mdb Cap Hldgs

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All positions including Mdb Cap Hldgs held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mdb Cap Hldgs by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $190k 25k 7.58
2024-06-30 $187k 25k 7.48
2024-03-31 $256k 25k 10.25

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding Mdb Cap Hldgs

Pasadena Private Wealth
Beacon Pointe Advisors
BlackRock
BlackRock
Tower Research Capital
Morgan Stanley

View all funds holding Mdb Cap Hldgs