Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 31,864 shares of EWMC stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31,864
Previous 26,804 18.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
5,060 Added 18.88%
31,864 $0
Q1 2025

May 15, 2025
BUY
N/A
1,134 Added 4.42%
26,804 $2.81 Billion
Q4 2024

May 30, 2025
SELL
N/A
-1,832 Reduced 6.83%
24,972 $0
Q4 2024

May 29, 2025
SELL
N/A
-24,536 Reduced 91.54%
2,268 $0
Q4 2024

Feb 11, 2025
BUY
N/A
17,257 Added 205.12%
25,670 $2.91 Billion
Q3 2024

May 30, 2025
SELL
N/A
-18,391 Reduced 68.61%
8,413 $0
Q3 2024

Nov 05, 2024
BUY
N/A
8,413 New
8,413 $985 Million

Others Institutions Holding EWMC

# of Institutions
99
Shares Held
2.32M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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