Modern Wealth Management, LLC Engine No 1 ETF Tr Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Engine No 1 ETF Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 23,329 shares of VOTE stock, worth $1.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,329
Previous 17,238 35.33%
Holding current value
$1.88 Million
Previous $1.13 Million 50.49%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$58.2 - $72.74 $354,496 - $443,059
6,091 Added 35.33%
23,329 $1.7 Million
Q1 2025

May 15, 2025
SELL
$64.6 - $72.12 $22,351 - $24,953
-346 Reduced 1.97%
17,238 $1.13 Billion
Q4 2024

May 30, 2025
BUY
$66.37 - $71.58 $1,592 - $1,717
24 Added 0.14%
17,262 $1.19 Million
Q4 2024

May 29, 2025
BUY
$66.37 - $71.58 $1,592 - $1,717
24 Added 0.14%
17,262 $1.19 Million
Q4 2024

Feb 11, 2025
BUY
$66.37 - $71.58 $1.17 Million - $1.26 Million
17,584 New
17,584 $1.25 Billion

Others Institutions Holding VOTE

# of Institutions
93
Shares Held
7.1M
Call Options Held
0
Put Options Held
0
View Full List

About ENGINE NO 1 ETF TR

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