Modern Wealth Management, LLC Hartford Multifactor Developed Transaction History

Modern Wealth Management, LLC

$3.78 Billion
Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Hartford Multifactor Developed stock. As of the latest transaction made, Modern Wealth Management, LLC holds 97,087 shares of RODM stock, worth $3.44 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

97,087

Previous 151,233 35.8%

Holding current value

$3.44 Million

Previous $4.69 Million 29.36%

% of portfolio

0.09%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$28.23 - $34.22 $1.53 Million - $1.85 Million	-54,146 Reduced 35.8%	97,087 $3.31 Million
Q1 2025 May 30, 2025	BUY	$28.07 - $31.56 $37,557 - $42,227	1,338 Added 0.89%	151,233 $4.69 Million
Q1 2025 May 15, 2025	SELL	$28.07 - $31.56 $203,732 - $229,062	-7,258 Reduced 4.62%	149,895 $4.65 Billion
Q4 2024 May 30, 2025	BUY	$28.36 - $30.42 $212,019 - $227,419	7,476 Added 4.99%	157,371 $4.47 Million
Q4 2024 May 29, 2025	BUY	$28.36 - $30.42 $212,019 - $227,419	7,476 Added 4.99%	157,371 $4.47 Million
Q4 2024 Feb 11, 2025	BUY	$28.36 - $30.42 $4.46 Million - $4.78 Million	157,153 New	157,153 $4.68 Billion

Others Institutions Holding RODM

# of Institutions

121

Shares Held

31M

Call Options Held

Put Options Held

View Full List

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
Sector ETFs
Industry ETFs

More about RODM

Track This Portfolio

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.

Account

Modern Wealth Management, LLC Hartford Multifactor Developed Transaction History