Modern Wealth Management, LLC First Tr Exch Trd Fd Viii Firs Transaction History
Modern Wealth Management, LLC
- $1.65 Trillion
- Q3 2024
A detailed history of Modern Wealth Management, LLC transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,584 shares of DEED stock, worth $429,588. This represents 0.03% of its overall portfolio holdings.
Number of Shares
20,584
Previous 20,084
2.49%
Holding current value
$429,588
Previous $414 Million
8.11%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DEED
# of Institutions
37Shares Held
2.57MCall Options Held
0Put Options Held
0-
Gds Wealth Management906KShares$18.9 Million1.72% of portfolio
-
Guided Capital Wealth Management, LLC Houston, TX301KShares$6.27 Million5.7% of portfolio
-
New Edge Advisors, LLC New Orleans, LA294KShares$6.13 Million0.04% of portfolio
-
Legacy Cg, LLC Plano, TX239KShares$4.99 Million2.0% of portfolio
-
Raymond James & Associates St Petersburg, FL148KShares$3.09 Million0.0% of portfolio