A detailed history of Modern Wealth Management, LLC transactions in Ssga Active Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 8,229 shares of SRLN stock, worth $342,573. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,229
Previous 8,236 0.08%
Holding current value
$342,573
Previous $344 Million 0.19%
% 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
$40.93 - $41.85 $286 - $292
-7 Reduced 0.08%
8,229 $344 Million
Q2 2024

Aug 07, 2024

SELL
$41.68 - $42.09 $32,510 - $32,830
-780 Reduced 8.65%
8,236 $344 Million
Q1 2024

May 13, 2024

BUY
$41.64 - $42.11 $59,337 - $60,006
1,425 Added 18.77%
9,016 $378 Million
Q4 2023

Feb 14, 2024

BUY
$41.29 - $41.98 $313,432 - $318,670
7,591 New
7,591 $318 Million

Others Institutions Holding SRLN

About SSGA ACTIVE TRUST


  • Ticker SRLN
  • Sector ETFs
  • Industry ETFs
More about SRLN
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.