Modern Wealth Management, LLC Sells in Q2 2024

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-36.6K
- 3.41%
$98.69 - $99.57 $3.61M - $3.65M
1.04M $103B
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-90.4K
- 8.82%
$22.11 - $22.33 $2M - $2.02M
935K $20.8B
GBF
Ishares Tr

ETFs
-12.1K
- 71.34%
$100.7 - $103.5 $1.21M - $1.25M
4.85K $498M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.12K
- 0.48%
$54.04 - $58.09 $115K - $123K
443K $24.1B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.57K
- 58.67%
$377.31 - $399.95 $594K - $630K
1.11K $434M
OUNZ
Van Eck Merk Gold Trust

ETFs
-13.5K
- 3.07%
$21.7 - $23.46 $293K - $317K
427K $9.59B
NKE
Nike, Inc.

Consumer Cyclical
-161
- 0.8%
$75.37 - $97.18 $12.1K - $15.6K
19.9K $1.5B
IVE
Ishares S&P 500 Value ETF

ETFs
-1.11K
- 12.13%
$176.58 - $186.7 $196K - $207K
8.05K $1.46B
CRL
Charles River Laboratories International, Inc.

Healthcare
-9
- 0.09%
$206.39 - $268.73 $1.86K - $2.42K
9.92K $2.05B
CME
Cme Group Inc.

Financial Services
-119
- 1.03%
$194.1 - $216.77 $23.1K - $25.8K
11.4K $2.25B
GLD
Spdr Gold Trust

ETFs
-574
- 8.94%
$207.82 - $224.56 $119K - $129K
5.85K $1.26B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.14K
- 6.98%
$28.65 - $28.88 $147K - $149K
68.5K $1.98B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.25K
- 31.56%
$38.1 - $41.42 $124K - $134K
7.04K $283M
DE
Deere & CO

Industrials
-16
- 0.44%
$364.98 - $414.02 $5.84K - $6.62K
3.65K $1.36B
AVLV
American Centy ETF Tr Avantis
-842
- 0.52%
$60.74 - $64.14 $51.1K - $54K
162K $10.2B
DG
Dollar General Corp

Consumer Defensive
-12
- 0.11%
$124.12 - $159.55 $1.49K - $1.91K
10.9K $1.44B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-996
- 0.26%
$37.5 - $39.27 $37.4K - $39.1K
379K $14.7B
NEE
Nextera Energy Inc

Utilities
-587
- 3.28%
$61.7 - $80.02 $36.2K - $47K
17.3K $1.22B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.94K
- 2.58%
$50.57 - $50.75 $98K - $98.4K
73.1K $3.71B
GNL
Global Net Lease, Inc.

Real Estate
-11.8K
- 33.57%
$6.57 - $7.83 $77.6K - $92.5K
23.4K $172M
PECO
Phillips Edison & Company, Inc.

Real Estate
-2.26K
- 2.64%
$30.93 - $35.07 $70K - $79.4K
83.4K $2.73B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-190
- 0.72%
$159.21 - $168.37 $30.2K - $32K
26.2K $4.31B
Rb Global Inc
-931
- 25.51%
N/A
2.72K $208M
CNC
Centene Corp

Healthcare
-121
- 2.32%
$66.3 - $78.43 $8.02K - $9.49K
5.1K $338M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.24K
- 8.25%
$54.36 - $57.86 $67.2K - $71.6K
13.8K $771M
DTE
Dte Energy CO

Utilities
-31
- 0.24%
$103.2 - $117.18 $3.2K - $3.63K
13.1K $1.45B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-367
- 16.87%
$267.84 - $317.0 $98.3K - $116K
1.81K $568M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-863
- 6.12%
$25.85 - $29.4 $22.3K - $25.4K
13.2K $347M
MAS
Masco Corp

Industrials
-283
- 7.25%
$65.48 - $77.9 $18.5K - $22K
3.62K $241M
CRH.L
Crh PLC

Basic Materials
-114
- 3.14%
N/A
3.52K $264M
LKQ
Lkq Corp

Consumer Cyclical
-440
- 5.47%
$40.29 - $53.18 $17.7K - $23.4K
7.61K $316M
SRLN
Ssga Active Trust

ETFs
-780
- 8.65%
$41.68 - $42.09 $32.5K - $32.8K
8.24K $344M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-852
- 6.97%
$40.83 - $44.89 $34.8K - $38.2K
11.4K $497M
PGR
Progressive Corp

Financial Services
-79
- 3.98%
$202.26 - $215.9 $16K - $17.1K
1.91K $396M
IQV
Iqvia Holdings Inc.

Healthcare
-4
- 0.29%
$211.18 - $248.87 $845 - $995
1.36K $288M
AZO
Autozone Inc

Consumer Cyclical
-10
- 8.13%
$2739.1 - $3170.04 $27.4K - $31.7K
113 $335M
WPC
W. P. Carey Inc.

Real Estate
-84
- 1.05%
$53.32 - $60.11 $4.48K - $5.05K
7.94K $437M
PPG
Ppg Industries Inc

Basic Materials
-90
- 4.94%
$124.9 - $143.38 $11.2K - $12.9K
1.73K $218M
TSN
Tyson Foods, Inc.

Consumer Defensive
-112
- 1.38%
$53.86 - $62.02 $6.03K - $6.95K
8.02K $458M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-532
- 3.23%
$46.23 - $54.78 $24.6K - $29.1K
15.9K $795M
AEE
Ameren Corp

Utilities
-82
- 1.38%
$70.0 - $75.33 $5.74K - $6.18K
5.85K $416M
CB
Chubb LTD

Financial Services
-101
- 5.32%
$243.01 - $274.28 $24.5K - $27.7K
1.8K $459M
IEFA
Ishares Tr

ETFs
-100
- 1.18%
$70.77 - $76.19 $7.08K - $7.62K
8.36K $607M
DUK
Duke Energy Corp

Utilities
-31
- 0.38%
$92.87 - $104.6 $2.88K - $3.24K
8.07K $809M
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 0.96%
$214.27 - $249.28 $2.57K - $2.99K
1.24K $274M
PFE
Pfizer Inc

Healthcare
-692
- 3.45%
$25.26 - $29.6 $17.5K - $20.5K
19.4K $543M
EIX
Edison International

Utilities
-40
- 0.74%
$66.81 - $76.85 $2.67K - $3.07K
5.37K $386M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-205
- 3.04%
$100.13 - $100.67 $20.5K - $20.6K
6.53K $658M
ACN
Accenture PLC

Technology
-49
- 4.36%
$281.76 - $339.17 $13.8K - $16.6K
1.08K $326M
Activity Summary
Buys All Purchases 305 New Holdings 95 Increased Positions 210 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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