Modern Wealth Management, LLC Purchases in Q3 2024

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSEC
Prospect Capital Corp

Financial Services
1.06K
+ 3.69%
$4.75 - $5.6 $5.03K - $5.93K
29.8K $159M
Theratechnologies Inc
500
+ 4.76%
N/A
11K $13.6M
HTGC
Hercules Capital, Inc.

Financial Services
57
+ 0.44%
$17.71 - $21.67 $1.01K - $1.24K
13K $255M
WFC
Wells Fargo & Company

Financial Services
140
+ 2.06%
$51.58 - $60.97 $7.22K - $8.54K
6.95K $393M
WST
West Pharmaceutical Services Inc

Healthcare
43
+ 4.06%
$277.16 - $333.3 $11.9K - $14.3K
1.1K $331M
ADBE
Adobe Inc.

Technology
333
+ 6.52%
$508.13 - $586.55 $169K - $195K
5.44K $2.82B
NVO
Novo Nordisk A S

Healthcare
146
+ 8.81%
$119.07 - $145.42 $17.4K - $21.2K
1.8K $215M
CRL
Charles River Laboratories International, Inc.

Healthcare
322
+ 3.25%
$187.96 - $245.29 $60.5K - $79K
10.2K $2.02B
SCHW
Schwab Charles Corp

Financial Services
100
+ 2.05%
$61.74 - $76.08 $6.17K - $7.61K
4.98K $322M
OTTR
Otter Tail Corp

Utilities
3
+ 0.06%
$75.49 - $100.47 $226 - $301
4.84K $379M
AMAT
Applied Materials Inc

Technology
57
+ 1.93%
$174.88 - $254.97 $9.97K - $14.5K
3.01K $608M
TTC
Toro CO

Industrials
75
+ 0.31%
$81.82 - $99.44 $6.14K - $7.46K
24K $2.08B
ETF Opportunities Trust
1.26K
+ 0.36%
N/A
357K $10B
QCOM
Qualcomm Inc

Technology
62
+ 0.64%
$156.12 - $209.64 $9.68K - $13K
9.73K $1.65B
DG
Dollar General Corp

Consumer Defensive
2.13K
+ 19.47%
$80.41 - $132.42 $171K - $282K
13.1K $1.1B
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 3.41%
$148.65 - $191.18 $165K - $212K
33.7K $5.59B
Activity Summary
Buys All Purchases 317 New Holdings 66 Increased Positions 251 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 1
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