Modern Wealth Management, LLC AMERICAN HEALTHCARE REIT INC Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Number of Shares
93,890
Previous 99,637 5.77%
Holding current value
$2.68 Billion
Previous $2.6 Billion 2.9%
% of portfolio
0.09%
Previous 0.16%

Shares

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

Feb 11, 2025
SELL
N/A
-5,747 Reduced 5.77%
93,890 $2.68 Billion
Q3 2024

Nov 05, 2024
BUY
N/A
99,637 New
99,637 $2.6 Billion
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