Modern Wealth Management, LLC HEALTHCARE RLTY TR Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Number of Shares
14,260
Previous 14,691 2.93%
Holding current value
$232 Million
Previous $267 Million 12.99%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Feb 11, 2025
SELL
N/A
-431 Reduced 2.93%
14,260 $232 Million
Q3 2024

Nov 05, 2024
BUY
N/A
1,765 Added 13.65%
14,691 $267 Million
Q4 2023

Feb 14, 2024
BUY
N/A
12,926 New
12,926 $223 Million
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