Modern Wealth Management, LLC AMERICAN HEALTHCARE REIT INC Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
95,879
Previous 94,953 0.98%
Holding current value
$0
Previous $2.88 Billion 100.0%
% of portfolio
0.0%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
N/A
926 Added 0.98%
95,879 $0
Q1 2025

May 15, 2025
BUY
N/A
1,063 Added 1.13%
94,953 $2.88 Billion
Q4 2024

May 30, 2025
BUY
N/A
2,665 Added 2.81%
97,618 $0
Q4 2024

May 29, 2025
BUY
N/A
2,665 Added 2.81%
97,618 $0
Q4 2024

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

May 30, 2025
BUY
N/A
4,684 Added 4.93%
99,637 $0
Q3 2024

May 29, 2025
BUY
N/A
4,684 Added 4.93%
99,637 $0
Q3 2024

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