Modern Wealth Management, LLC Purchases and Sells in Q3 2024

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

Top Buys

Incresed Positions

251 operations
Stock Shares change Price Range Shares Held Trade History
843K
+ 9431.53%
$75.32 - $84.37 $63.5M - $71.1M
852K $71.2B
426K
+ 96.15%
$53.41 - $57.9 $22.7M - $24.6M
868K $50.2B
428K
+ 132.48%
$48.51 - $52.86 $20.8M - $22.6M
751K $39.7B
31.2K
+ 330.62%
$405.19 - $478.57 $12.6M - $14.9M
40.6K $18.7B
SCHWAB CHARLES FAMILY FD
7.44M
+ 803.19%
N/A
8.37M $8.37B
109K
+ 45.43%
$50.52 - $50.95 $5.49M - $5.54M
348K $17.7B
View all

New Holdings

66 operations
Stock Shares change Price Range Shares Held Trade History
369K
New
$42.22 - $48.62 $15.6M - $18M
369K $17.2B
489K
New
$28.08 - $31.79 $13.7M - $15.5M
489K $15.4B
464K
New
$29.58 - $30.31 $13.7M - $14.1M
464K $14B
352K
New
$31.39 - $35.47 $11.1M - $12.5M
352K $12.4B
199K
New
$46.17 - $51.13 $9.2M - $10.2M
199K $10.2B
321K
New
$19.48 - $20.97 $6.25M - $6.73M
321K $6.67B
View all

Top Sells

Reduced Positions

107 operations
Stock Shares change Price Range Shares Held Trade History
-245K
- 90.68%
$77.02 - $85.06 $18.9M - $20.8M
25.2K $2.13B
-94.3K
- 10.44%
$84.77 - $97.13 $8M - $9.16M
809K $77.5B
-14.9K
- 6.48%
$434.77 - $502.96 $6.49M - $7.51M
215K $105B
-21.5K
- 12.88%
$91.42 - $91.82 $1.96M - $1.97M
145K $13.3B
-48K
- 84.48%
$39.15 - $46.02 $1.88M - $2.21M
8.82K $403M
-40K
- 69.46%
$11.72 - $12.38 $469K - $495K
17.6K $218M
View all

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
10.5K
New
$517.38 - $573.86 $5.43M - $6.03M
10.5K $152M
Activity Summary
Buys All Purchases 317 New Holdings 66 Increased Positions 251 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 1
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