Modern Wealth Management, LLC Global X Fds Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Modern Wealth Management, LLC holds 140,760 shares of BOTZ stock, worth $4.73 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
140,760
Previous 139,506 0.9%
Holding current value
$4.73 Million
Previous $3.97 Billion 99.9%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
$28.46 - $34.53 $35,688 - $43,300
1,254 Added 0.9%
140,760 $4.01 Million
Q1 2025

May 15, 2025
SELL
$28.46 - $34.53 $11,583 - $14,053
-407 Reduced 0.29%
139,506 $3.97 Billion
Q4 2024

May 30, 2025
BUY
$31.11 - $34.18 $40,287 - $44,263
1,295 Added 0.93%
140,801 $4.5 Million
Q4 2024

May 29, 2025
BUY
$31.11 - $34.18 $40,287 - $44,263
1,295 Added 0.93%
140,801 $4.5 Million
Q4 2024

Feb 11, 2025
BUY
$31.11 - $34.18 $4.35 Million - $4.78 Million
139,913 New
139,913 $4.79 Billion

Others Institutions Holding BOTZ

# of Institutions
420
Shares Held
31.9M
Call Options Held
188K
Put Options Held
112K
View Full List

About GLOBAL X FDS

BOTZ Quotes by TradingView
  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
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