A detailed history of Integrated Wealth Concepts LLC transactions in Modiv Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 13,420 shares of MDV stock, worth $217,404. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,420
Previous 13,300 0.9%
Holding current value
$217,404
Previous $188,000 19.68%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$13.86 - $17.14 $1,663 - $2,056
120 Added 0.9%
13,420 $225,000
Q2 2024

Aug 14, 2024

BUY
$13.8 - $16.54 $1,738 - $2,084
126 Added 0.96%
13,300 $188,000
Q1 2024

May 15, 2024

BUY
$13.83 - $17.2 $1,673 - $2,081
121 Added 0.93%
13,174 $221,000
Q4 2023

Feb 13, 2024

BUY
$14.5 - $16.08 $1,725 - $1,913
119 Added 0.92%
13,053 $194,000
Q3 2023

Nov 15, 2023

BUY
$11.89 - $17.74 $1,557 - $2,323
131 Added 1.02%
12,934 $215,000
Q2 2023

Aug 15, 2023

BUY
$10.33 - $15.0 $1,849 - $2,685
179 Added 1.42%
12,803 $192,000
Q1 2023

May 03, 2023

BUY
$10.49 - $13.75 $132,425 - $173,580
12,624 New
12,624 $134,000

Others Institutions Holding MDV

About MODIV INC.


  • Ticker MDV
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Diversified
  • Shares Outstandng 7,456,830
  • Market Cap $121M
  • Description
  • Modiv Inc., (the ?Company?) was incorporated on May 14, 2015 as a Maryland corporation. The Company was formed to primarily invest, directly or indirectly, in real estate owning entities which own single-tenant income-producing properties located in the United States, which are leased to creditworthy tenants under long-term net leases. The Compa...
More about MDV
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