Modern Wealth Management, LLC ETF OPPORTUNITIES TRUST Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Number of Shares
19,626
Previous 356,586 94.5%
Holding current value
$580 Million
Previous $10 Billion 94.21%
% of portfolio
0.02%
Previous 0.61%

Shares

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

Feb 11, 2025
SELL
N/A
-336,960 Reduced 94.5%
19,626 $580 Million
Q3 2024

Nov 05, 2024
BUY
N/A
1,264 Added 0.36%
356,586 $10 Billion
Q2 2024

Aug 07, 2024
BUY
N/A
355,322 New
355,322 $10.2 Billion
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