Modern Wealth Management, LLC First Tr Exch Trd Fd Viii Firs Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Modern Wealth Management, LLC holds 14,683 shares of DEED stock, worth $316,565. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,683
Previous 19,974 26.49%
Holding current value
$316,565
Previous $422,000 74289.81%
% of portfolio
0.01%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$20.89 - $21.6 $110,528 - $114,285
-5,291 Reduced 26.49%
14,683 $314 Million
Q2 2025

Aug 14, 2025
SELL
$20.72 - $21.36 $994 - $1,025
-48 Reduced 0.24%
19,974 $422,000
Q1 2025

May 15, 2025
SELL
$20.37 - $21.34 $6,192 - $6,487
-304 Reduced 1.5%
20,022 $423 Million
Q4 2024

May 30, 2025
BUY
$20.56 - $21.8 $6,620 - $7,019
322 Added 1.61%
20,344 $420,000
Q4 2024

May 29, 2025
BUY
$20.56 - $21.8 $6,620 - $7,019
322 Added 1.61%
20,344 $420,000
Q4 2024

Feb 11, 2025
SELL
$20.56 - $21.8 $5,304 - $5,624
-258 Reduced 1.25%
20,326 $424 Million
Q3 2024

May 30, 2025
BUY
$20.51 - $21.98 $11,526 - $12,352
562 Added 2.81%
20,584 $447,000
Q3 2024

May 29, 2025
BUY
$20.51 - $21.98 $11,526 - $12,352
562 Added 2.81%
20,584 $447,000
Q3 2024

Nov 05, 2024
BUY
$20.51 - $21.98 $10,255 - $10,990
500 Added 2.49%
20,584 $448 Million
Q2 2024

May 29, 2025
BUY
$19.92 - $20.94 $1,235 - $1,298
62 Added 0.31%
20,084 $414,000
Q2 2024

Aug 07, 2024
SELL
$19.92 - $20.94 $12,669 - $13,317
-636 Reduced 3.07%
20,084 $414 Million
Q1 2024

May 28, 2025
BUY
$20.4 - $21.11 $17,136 - $17,732
840 Added 4.2%
20,862 $432 Million
Q1 2024

May 13, 2024
SELL
$20.4 - $21.11 $5,467 - $5,657
-268 Reduced 1.28%
20,720 $425 Million
Q4 2023

May 28, 2025
BUY
$19.32 - $21.23 $18,663 - $20,508
966 Added 4.82%
20,988 $445 Million
Q4 2023

Feb 14, 2024
BUY
$19.32 - $21.23 $405,488 - $445,575
20,988 New
20,988 $445 Million

Others Institutions Holding DEED

# of Institutions
45
Shares Held
3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCH TRD FD VIII FIRS

DEED Quotes by TradingView
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