A detailed history of Modern Wealth Management, LLC transactions in United Parcel Service Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 5,978 shares of UPS stock, worth $796,747. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,978
Previous 4,179 43.05%
Holding current value
$796,747
Previous $616 Million 32.84%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

BUY
$134.2 - $152.27 $241,425 - $273,933
1,799 Added 43.05%
5,978 $818 Million
Q1 2024

May 13, 2024

BUY
$139.08 - $161.22 $581,215 - $673,738
4,179 New
4,179 $616 Million

Others Institutions Holding UPS

About UNITED PARCEL SERVICE INC


  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $97.2B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.