Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 16,908 shares of GBF stock, worth $1.73 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
16,908
Previous 19,979 15.37%
Holding current value
$1.73 Million
Previous $2.1 Billion 18.16%
% of portfolio
0.15%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$102.6 - $105.21 $315,084 - $323,099
-3,071 Reduced 15.37%
16,908 $1.72 Billion
Q4 2023

Feb 14, 2024
BUY
$97.69 - $105.72 $1.95 Million - $2.11 Million
19,979 New
19,979 $2.1 Billion

Others Institutions Holding GBF

# of Institutions
78
Shares Held
1.97M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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