Modern Wealth Management, LLC Simpl Exch Traded Fds Sht Term Transaction History

Modern Wealth Management, LLC

$1.11 Trillion
Q1 2024

A detailed history of Modern Wealth Management, LLC transactions in Simpl Exch Traded Fds Sht Term stock. As of the latest transaction made, Modern Wealth Management, LLC holds 15,047 shares of TUA stock, worth $0. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,047

Holding current value

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	N/A	15,047 New	15,047 $320 Million

Others Institutions Holding TUA

# of Institutions

Shares Held

14.3M

Call Options Held

61.2K

Put Options Held

248K

Financial Enhancement Group LLC Anderson, IN

1.33M
Shares

$0
0.0% of portfolio
Hollencrest Capital Management

1.25M
Shares

$0
0.0% of portfolio
Aprio Wealth Management, LLC

857K
Shares

$0
0.0% of portfolio
Ae Wealth Management LLC

715K
Shares

$0
0.0% of portfolio
Goldman Sachs Group Inc New York, NY

635K
Shares

$0
0.0% of portfolio

View Full List

About SIMPL EXCH TRADED FDS SHT TERM

Ticker TUA

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Modern Wealth Management, LLC Simpl Exch Traded Fds Sht Term Transaction History