Modern Wealth Management, LLC Sells in Q3 2024

Modern Wealth Management, LLC

Stock	Shares change	Price Range	Shares Held
PAYX Paychex Inc Industrials	-228 - 1.07%	$116.17 - $135.19 $26.5K - $30.8K	21.1K $2.82B
USMV Ishares Msci Usa Min Vol Facto ETFs	-255 - 0.44%	$83.76 - $91.82 $21.4K - $23.4K	58K $5.3B
BUL Pacer Fds Tr U S Cash Cows Gro ETFs	-1.19K - 0.74%	$40.93 - $46.6 $48.7K - $55.5K	160K $7.37B
USRT Ishares Core U.S. Reit ETF ETFs	-3K - 3.06%	$53.07 - $62.66 $159K - $188K	95.2K $5.86B
IVV Ishares Core S&P 500 ETF ETFs	-14 - 0.04%	$520.18 - $576.82 $7.28K - $8.08K	32.7K $18.9B
FISI Financial Institutions Inc Financial Services	-913 - 0.47%	$18.61 - $27.58 $17K - $25.2K	195K $4.96B
SPTM Spdr Portfolio S&P 1500 Compos ETFs	-29.7K - 3.33%	$63.28 - $70.06 $1.88M - $2.08M	861K $60.3B

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