Modern Wealth Management, LLC Purchases and Sells in Q3 2025

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

Top Buys

Incresed Positions

369 operations
Stock Shares change Price Range Shares Held Trade History
284K
+ 12.52%
$50.53 - $50.82 $14.3M - $14.4M
2.55M $130B
64.4K
+ 16.24%
$202.38 - $256.87 $13M - $16.5M
461K $117B
51.3K
+ 34.53%
$491.09 - $535.64 $25.2M - $27.5M
200K $104B
764K
+ 54.34%
$45.26 - $46.63 $34.6M - $35.6M
2.17M $100B
190K
+ 59.39%
$182.33 - $194.5 $34.7M - $37M
511K $99.4B
2.63K
+ 0.89%
$303.93 - $329.86 $800K - $868K
298K $97.7B
View all

New Holdings

75 operations
Stock Shares change Price Range Shares Held Trade History
89.8K
New
$459.11 - $506.91 $41.2M - $45.5M
89.8K $45.1B
1.15M
New
$22.9 - $23.58 $26.4M - $27.2M
1.15M $27.1B
366K
New
$69.02 - $73.57 $25.3M - $26.9M
366K $26.9B
384K
New
$43.72 - $50.04 $16.8M - $19.2M
384K $18.9B
BNY MELLON ETF TRUST
454K
New
N/A
454K $17.7B
569K
New
$25.29 - $28.33 $14.4M - $16.1M
569K $15.9B
View all

Top Sells

Reduced Positions

311 operations
Stock Shares change Price Range Shares Held Trade History
-66K
- 99.99%
$692600.0 - $759798.0 $45.7B - $50.1B
6 $4.53B
-12.8K
- 37.98%
$2.59 - $3.47 $33.1K - $44.3K
20.8K $57.3M
-3K
- 11.0%
N/A
24.3K $78.1M
PEAKSTONE REALTY TRUST
-534
- 4.82%
N/A
10.5K $138M
-800
- 6.18%
$12.09 - $12.69 $9.67K - $10.2K
12.1K $151M
-2.91K
- 21.02%
$13.77 - $14.45 $40K - $42K
10.9K $158M
View all
Activity Summary
Buys All Purchases 444 New Holdings 75 Increased Positions 369 Sells All Sells 311 Reductions 311 Sold out 0 Options Calls 0 Puts 0
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