Modern Wealth Management, LLC Graniteshares ETF Tr Bloomber Transaction History

Modern Wealth Management, LLC

$1.65 Trillion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$18.9 - $19.9 $191,305 - $201,427	10,122 New	10,122 $209 Million

Others Institutions Holding COMB

# of Institutions

44

Shares Held

2.71M

Call Options Held

0

Put Options Held

0

Resonant Capital Advisors, LLC

551K
Shares

$11.3 Million
0.84% of portfolio
Betterment LLC New York, NY

471K
Shares

$9.67 Million
0.02% of portfolio
Axiom Financial Strategies, LLC New Albany, IN

324K
Shares

$6.65 Million
3.52% of portfolio
American Financial & Tax Strategies Inc New York, NY

211K
Shares

$4.33 Million
2.25% of portfolio
Lake Street Financial LLC

186K
Shares

$3.81 Million
0.63% of portfolio

About GRANITESHARES ETF TR BLOOMBER

Ticker COMB
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