Modern Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,705 shares of FEX stock, worth $396,842. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,705
Previous 3,711 0.16%
Holding current value
$396,842
Previous $360 Million 7.24%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$94.21 - $104.17 $565 - $625
-6 Reduced 0.16%
3,705 $386 Million
Q2 2024

Aug 07, 2024
SELL
$93.69 - $98.85 $7,682 - $8,105
-82 Reduced 2.16%
3,711 $360 Million
Q1 2024

May 13, 2024
SELL
$88.44 - $99.24 $13,177 - $14,786
-149 Reduced 3.78%
3,793 $370 Million
Q4 2023

Feb 14, 2024
BUY
$76.85 - $90.58 $302,942 - $357,066
3,942 New
3,942 $355 Million

Others Institutions Holding FEX

# of Institutions
222
Shares Held
7.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP CORE ALPHDE

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