A detailed history of Modern Wealth Management, LLC transactions in Ishares Msci Acwi ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 2,490 shares of ACWI stock, worth $285,428. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,490
Previous 2,401 3.71%
Holding current value
$285,428
Previous $244 Million 12.28%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$99.79 - $110.15 $8,881 - $9,803
89 Added 3.71%
2,490 $274 Million
Q4 2023

Feb 14, 2024

BUY
$88.59 - $102.15 $212,704 - $245,262
2,401 New
2,401 $244 Million

Others Institutions Holding ACWI

About ISHARES MSCI ACWI ETF


  • Ticker ACWI
  • Sector ETFs
  • Industry ETFs
More about ACWI
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.