Modern Wealth Management, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 68,966 shares of WTV stock, worth $5.91 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
68,966
Holding current value
$5.91 Million
% of portfolio
0.34%

Shares

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

Nov 05, 2024
BUY
$71.31 - $80.0 $4.92 Million - $5.52 Million
68,966 New
68,966 $5.52 Billion

Others Institutions Holding WTV

# of Institutions
78
Shares Held
2.93M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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