Modern Wealth Management, LLC Purchases and Sells in Q2 2025

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

Top Buys

Incresed Positions

343 operations
Stock Shares change Price Range Shares Held Trade History
140K
+ 161.0%
$416.06 - $551.64 $58.2M - $77.1M
227K $125M
1.29M
+ 10746.45%
$38.52 - $48.28 $49.8M - $62.4M
1.3M $62.9M
686K
+ 2171.5%
$72.96 - $90.39 $50M - $62M
718K $64.1M
194K
+ 721.51%
$168.34 - $195.42 $32.6M - $37.8M
220K $43.1M
619K
+ 321.72%
$45.9 - $47.2 $28.4M - $29.2M
812K $38.2M
162K
+ 3535.08%
$153.67 - $176.74 $24.9M - $28.7M
167K $29.5M
View all

New Holdings

135 operations
Stock Shares change Price Range Shares Held Trade History
236K
New
$110.06 - $110.46 $26M - $26.1M
236K $26.1M
211K
New
$105.23 - $109.61 $22.2M - $23.2M
211K $23.2M
1.01M
New
N/A
1.01M $18M
570K
New
$23.2 - $29.84 $13.2M - $17M
570K $17M
442K
New
$23.95 - $29.34 $10.6M - $13M
442K $13M
269K
New
$40.62 - $45.12 $10.9M - $12.1M
269K $12M
View all

Top Sells

Reduced Positions

265 operations
Stock Shares change Price Range Shares Held Trade History
-203K
- 97.54%
$376.48 - $440.65 $76.3M - $89.3M
5.12K $2.25M
-516K
- 73.96%
$91.43 - $91.74 $47.1M - $47.3M
182K $16.7M
-470K
- 35.96%
$45.11 - $52.34 $21.2M - $24.6M
837K $43.8M
-49.2K
- 26.35%
$496.48 - $617.85 $24.4M - $30.4M
138K $85M
-502K
- 88.3%
$24.96 - $25.5 $12.5M - $12.8M
66.6K $1.7M
-545K
- 97.7%
$18.11 - $18.97 $9.87M - $10.3M
12.8K $241K
View all

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
-5.7K
- 20.21%
$496.48 - $617.85 $2.83M - $3.52M
22.5K $13.9M
Activity Summary
Buys All Purchases 478 New Holdings 135 Increased Positions 343 Sells All Sells 265 Reductions 265 Sold out 0 Options Calls 0 Puts 1
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