Modern Wealth Management, LLC Ishares Tr Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 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 36,617 shares of MBB stock, worth $3.38 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
36,617
Previous 30,364 20.59%
Holding current value
$3.38 Million
Previous $2.79 Billion 25.85%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Nov 05, 2024
BUY
$90.85 - $96.66 $568,085 - $604,414
6,253 Added 20.59%
36,617 $3.51 Billion
Q2 2024

Aug 07, 2024
BUY
$89.41 - $92.64 $559,527 - $579,741
6,258 Added 25.96%
30,364 $2.79 Billion
Q1 2024

May 13, 2024
BUY
$91.2 - $93.98 $1.91 Million - $1.96 Million
20,902 Added 652.37%
24,106 $2.19 Billion
Q4 2023

Feb 14, 2024
BUY
$85.82 - $94.55 $274,967 - $302,938
3,204 New
3,204 $301 Million

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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