Modern Wealth Management, LLC Pacer Fds Tr U S Cash Cows Gro Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Pacer Fds Tr U S Cash Cows Gro stock. As of the latest transaction made, Modern Wealth Management, LLC holds 159,125 shares of BUL stock, worth $7.58 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
159,125
Previous 158,805 0.2%
Holding current value
$7.58 Million
Previous $7.75 Billion 9.8%
% of portfolio
0.23%
Previous 0.27%

Shares

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

May 15, 2025
BUY
$43.03 - $49.3 $13,769 - $15,776
320 Added 0.2%
159,125 $6.99 Billion
Q4 2024

May 29, 2025
SELL
$45.61 - $50.53 $63,489 - $70,337
-1,392 Reduced 0.87%
157,733 $7.31 Million
Q4 2024

Feb 11, 2025
SELL
$45.61 - $50.53 $46,339 - $51,338
-1,016 Reduced 0.64%
158,805 $7.75 Billion
Q3 2024

May 29, 2025
BUY
$40.93 - $46.6 $28,569 - $32,526
698 Added 0.44%
159,823 $7.37 Million
Q3 2024

Nov 05, 2024
SELL
$40.93 - $46.6 $48,747 - $55,500
-1,191 Reduced 0.74%
159,821 $7.37 Billion
Q2 2024

May 29, 2025
BUY
$39.67 - $43.18 $74,936 - $81,567
1,889 Added 1.19%
161,014 $6.83 Million
Q2 2024

Aug 07, 2024
SELL
$39.67 - $43.18 $51,729 - $56,306
-1,304 Reduced 0.8%
161,012 $6.83 Billion
Q1 2024

May 28, 2025
BUY
$35.02 - $42.51 $57,642 - $69,971
1,646 Added 1.03%
160,771 $6.83 Billion
Q1 2024

May 13, 2024
BUY
$35.02 - $42.51 $319,382 - $387,691
9,120 Added 5.95%
162,316 $6.85 Billion
Q4 2023

May 28, 2025
SELL
$34.11 - $36.83 $162,465 - $175,421
-4,763 Reduced 2.99%
154,362 $5.64 Billion
Q4 2023

Feb 14, 2024
BUY
$34.11 - $36.83 $5.23 Million - $5.64 Million
153,196 New
153,196 $5.59 Billion

Others Institutions Holding BUL

# of Institutions
38
Shares Held
1.44M
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR U S CASH COWS GRO

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