MBL Wealth, LLC

Q2 2023 13F Holdings Report, Options Holdings

Signature - Title
Steve Marciniak - Chief Compliance Officer
Location
Charlotte, NC
Options holdings as of
June 30, 2023
Notional value $
$369K
Number of holdings
0
Date filed
7/17/2023, 01:58 PM
Description
All US holdings of this investor are reported in this report.
Previous filing
Q1 2023 - Apr 12, 2023
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
Filing 2023 Q2 compared to 2023 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Steve Marciniak Chief Compliance Officer Charlotte, North Carolina 7/13/2023

Other Included Managers (4):

Num Name Location File Number
1 Capital Wealth Planning, LLC Naples, FL 028-15439
2 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC Boston, MA 028-10477
3 Baird Financial Group, Inc. Milwaukee, WI 028-16981
4 PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558