Modern Wealth Management, LLC BITWISE BITCOIN ETF TR Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Number of Shares
8,166
Previous 6,334 28.92%
Holding current value
$433 Million
Previous $219 Million 97.5%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
1,832 Added 28.92%
8,166 $433 Million
Q3 2024

Nov 05, 2024
SELL
N/A
-65 Reduced 1.02%
6,334 $219 Million
Q2 2024

Aug 07, 2024
BUY
N/A
6,399 New
6,399 $209 Million
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