MBL Wealth, LLC

Q3 2023 13F Detailed Holdings

Location
Charlotte, NC
Holdings as of
9/30/2023
Value ($000)
$710,401
Num holdings
208
Date filed
10/11/2023
Form type
13F-HR
Prev filing
7/17/2023
Next filing
1/18/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Capital Wealth Planning, LLC 028-15439
2 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC 028-10477
3 Baird Financial Group, Inc. 028-16981
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC 028-04558