Modern Wealth Management, LLC Cambria Foreign Shareholder Yi Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Cambria Foreign Shareholder Yi stock. As of the latest transaction made, Modern Wealth Management, LLC holds 84,596 shares of FYLD stock, worth $2.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
84,596
Previous 79,186 6.83%
Holding current value
$2.4 Million
Previous $2.07 Billion 9.85%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 15, 2025
BUY
$24.97 - $27.67 $135,087 - $149,694
5,410 Added 6.83%
84,596 $2.28 Billion
Q4 2024

May 30, 2025
SELL
$24.86 - $27.99 $234,529 - $264,057
-9,434 Reduced 11.15%
75,162 $1.9 Million
Q4 2024

Feb 11, 2025
BUY
$24.86 - $27.99 $148,886 - $167,632
5,989 Added 8.18%
79,186 $2.07 Billion
Q3 2024

May 30, 2025
SELL
$24.79 - $28.04 $287,043 - $324,675
-11,579 Reduced 13.69%
73,017 $2.03 Million
Q3 2024

Nov 05, 2024
BUY
$24.79 - $28.04 $1.81 Million - $2.05 Million
73,197 New
73,197 $2.04 Billion

Others Institutions Holding FYLD

# of Institutions
68
Shares Held
10.1M
Call Options Held
0
Put Options Held
0
View Full List

About CAMBRIA FOREIGN SHAREHOLDER YI

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