Modern Wealth Management, LLC Sells in Q1 2025

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Bitwise Bitcoin ETF Tr
-183
- 2.24%
N/A
7.98K $358M
VTWO
Vanguard Russell 2000 ETF

ETFs
-284
- 7.06%
$80.08 - $92.93 $22.7K - $26.4K
3.74K $302M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-103
- 0.17%
$78.12 - $83.7 $8.05K - $8.62K
58.9K $4.75B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.05K
- 15.87%
$32.5 - $33.3 $66.7K - $68.4K
10.9K $362M
MET
Metlife Inc

Financial Services
-522
- 6.9%
$77.7 - $87.0 $40.6K - $45.4K
7.04K $565M
BNY
Blackrock New York Municipal Income Trust

Financial Services
-3.87K
- 6.04%
$10.13 - $10.6 $39.2K - $41K
60.1K $612M
IBMP
Ishares Tr Ibonds December 202

ETFs
-2.5K
- 6.88%
$25.1 - $25.34 $62.8K - $63.4K
33.9K $856M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.36K
- 6.02%
$26.63 - $26.75 $62.9K - $63.2K
36.9K $987M
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.43K
- 6.0%
$25.45 - $25.6 $61.8K - $62.2K
38.1K $973M
ROST
Ross Stores, Inc.

Consumer Cyclical
-205
- 10.14%
$123.3 - $154.95 $25.3K - $31.8K
1.82K $232M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-23
- 1.62%
$186.55 - $250.04 $4.29K - $5.75K
1.4K $282M
DGT
Spdr Global Dow ETF
-360
- 8.08%
N/A
4.1K $573M
PECO
Phillips Edison & Company, Inc.

Real Estate
-322
- 0.27%
$34.43 - $37.49 $11.1K - $12.1K
117K $4.27B
ADSK
Autodesk, Inc.

Technology
-48
- 5.59%
N/A
810 $212M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-2.99K
- 6.46%
$10.37 - $10.83 $31K - $32.3K
43.3K $450M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-214
- 1.28%
$45.66 - $48.85 $9.77K - $10.5K
16.5K $762M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-1.48K
- 3.28%
N/A
43.6K $321M
PFG
Principal Financial Group Inc

Financial Services
-578
- 5.33%
$76.34 - $89.04 $44.1K - $51.5K
10.3K $866M
VCR
Vanguard Consumer Discretionar

ETFs
-7
- 0.82%
$318.51 - $391.75 $2.23K - $2.74K
851 $277M
DTM
Dt Midstream, Inc.

Energy
-136
- 2.12%
$86.95 - $113.75 $11.8K - $15.5K
6.28K $606M
RL
Ralph Lauren Corp

Consumer Cyclical
-3
- 0.32%
$215.68 - $286.74 $647 - $860
937 $207M
AMT
American Tower Corp

Real Estate
-824
- 17.05%
$173.46 - $217.6 $143K - $179K
4.01K $872M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-2.15K
- 5.3%
$20.07 - $20.16 $43.1K - $43.3K
38.4K $772M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-5.68K
- 15.04%
$5.87 - $6.26 $33.3K - $35.6K
32.1K $189M
PRU
Prudential Financial Inc

Financial Services
-363
- 9.13%
$105.04 - $122.33 $38.1K - $44.4K
3.61K $403M
BRW
Saba Capital Income & Opportunities Fund

Financial Services
-4.88K
- 13.69%
$7.6 - $7.96 $37.1K - $38.8K
30.7K $238M
APD
Air Products & Chemicals, Inc.

Basic Materials
-46
- 2.66%
$283.24 - $338.07 $13K - $15.6K
1.68K $496M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.73K
- 5.21%
$19.8 - $19.97 $34.3K - $34.5K
31.5K $625M
RODM
Hartford Multifactor Developed

ETFs
-7.26K
- 4.62%
$28.07 - $31.56 $204K - $229K
150K $4.65B
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-2.35K
- 15.36%
$12.04 - $13.32 $28.3K - $31.3K
12.9K $163M
ICE
Intercontinental Exchange, Inc.

Financial Services
-259
- 14.08%
$142.8 - $176.36 $37K - $45.7K
1.58K $272M
DGRO
Ishares Core Dividend Growth E

ETFs
-211
- 1.76%
$60.46 - $64.42 $12.8K - $13.6K
11.8K $728M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-377
- 0.38%
$10.43 - $10.86 $3.93K - $4.09K
99.6K $1.04B
JOBY
Joby Aviation, Inc.

Industrials
-19
- 0.1%
$5.99 - $10.27 $114 - $195
18.4K $111M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-33
- 0.12%
$65.44 - $70.64 $2.16K - $2.33K
28.5K $1.95B
VOE
Vanguard Mid Cap Value Index F

ETFs
-32
- 0.57%
$156.61 - $168.02 $5.01K - $5.38K
5.58K $896M
FSCO
Fs Cr Opportunities Corp Com
-6.1K
- 3.49%
N/A
169K $1.19B
Rb Global Inc
-488
- 17.66%
N/A
2.28K $228M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-629
- 0.9%
$50.72 - $50.92 $31.9K - $32K
69.1K $3.51B
FEX
First Tr Large Cap Core Alphde

ETFs
-71
- 2.06%
$99.27 - $109.89 $7.05K - $7.8K
3.37K $346M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-675
- 7.62%
$67.08 - $76.14 $45.3K - $51.4K
8.18K $603M
SRLN
Ssga Active Trust

ETFs
-561
- 6.91%
$41.02 - $41.99 $23K - $23.6K
7.55K $311M
VOX
Vanguard Communication Service

ETFs
-7
- 0.5%
$147.73 - $169.24 $1.03K - $1.18K
1.4K $208M
ZION
Zions Bancorporation, National Association

Financial Services
-12
- 0.28%
$47.0 - $59.03 $564 - $708
4.34K $216M
APA
Apa Corp

Energy
-67
- 0.51%
$18.54 - $25.45 $1.24K - $1.71K
13.1K $275M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-615
- 8.74%
$37.07 - $40.63 $22.8K - $25K
6.42K $253M
DE
Deere & CO

Industrials
-46
- 1.22%
$408.57 - $509.27 $18.8K - $23.4K
3.73K $1.75B
Capital Group Core Balanced
-297
- 3.03%
N/A
9.52K $295M
ECLN
First Tr Exchange Traded Fd Iv

ETFs
-1.19K
- 4.71%
$28.78 - $30.72 $34.3K - $36.6K
24.2K $741M
Activity Summary
Buys All Purchases 432 New Holdings 96 Increased Positions 336 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 1
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