ML & R Wealth Management LLC

SEC CIK: 0001903320
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

IVR holding history

Invesco Mortgage Capital Inc. in every 13F filed by ML & R Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVR overview All 13F holders of IVR Full Q1 2024 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of IVR by ML & R Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−2,000−100.0%	Sold outConverted for a 1-for-10 split	Holders
Q1 2022	20,000	$46.0K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	20,000	$56.0K	<0.1%	–	No prior filing	Holders