Modern Wealth Management, LLC TE CONNECTIVITY PLC Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Number of Shares
1,772
Previous 2,195 19.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-423 Reduced 19.27%
1,772 $0
Q1 2025

May 15, 2025
BUY
N/A
2,195 New
2,195 $310 Million
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email