Modern Wealth Management, LLC Purchases and Sells in Q1 2024

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 2024

Top Buys

Incresed Positions

143 operations
Stock Shares change Price Range Shares Held Trade History
351K
+ 86.79%
$76.81 - $91.25 $26.9M - $32M
755K $67.9B
38.3K
+ 34.35%
$467.28 - $523.17 $17.9M - $20.1M
150K $78.1B
30.7K
+ 15.44%
$396.28 - $446.38 $12.2M - $13.7M
229K $101B
143K
+ 19.26%
$72.87 - $85.14 $10.5M - $12.2M
888K $75.2B
22.7K
+ 344.71%
$469.56 - $525.73 $10.7M - $11.9M
29.3K $15.3B
19K
+ 292.66%
$367.75 - $429.37 $7M - $8.18M
25.6K $10.6B
View all

New Holdings

149 operations
Stock Shares change Price Range Shares Held Trade History
74.1K
New
$491.35 - $556.4 $36.4M - $41.3M
74.1K $40.6B
153K
New
$47.06 - $52.87 $7.22M - $8.11M
153K $7.94B
125K
New
$37.66 - $42.01 $4.7M - $5.25M
125K $5.58B
24.2K
New
$167.09 - $200.3 $4.05M - $4.85M
24.2K $4.81B
81.4K
New
$50.32 - $50.74 $4.09M - $4.13M
81.4K $4.12B
182K
New
$18.06 - $23.01 $3.28M - $4.18M
182K $3.43B
View all

Top Sells

Reduced Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
-286K
- 96.89%
$171.09 - $186.81 $48.9M - $53.4M
9.16K $1.69B
-48.7K
- 94.78%
$372.72 - $397.76 $18.2M - $19.4M
2.68K $1.06B
-11.4K
- 56.69%
$73.11 - $80.04 $836K - $915K
8.74K $702M
-4.13K
- 13.53%
$153.84 - $169.37 $636K - $700K
26.4K $4.39B
-3.07K
- 15.37%
$102.6 - $105.21 $315K - $323K
16.9K $1.72B
-1.96K
- 1.92%
$51.33 - $54.81 $101K - $107K
100K $5.2B
View all

Sold Out

10 operations
Stock Shares change Price Range Shares Held Trade History
-20.5K
Closed
$62.79 - $77.58 $1.29M - $1.59M
0 $0
-6.6K
Closed
$55.91 - $67.26 $369K - $444K
0 $0
-1.2K
Closed
$179.84 - $251.76 $215K - $301K
0 $0
-16K
Closed
$15.21 - $16.2 $244K - $260K
0 $0
-12.3K
Closed
$18.87 - $19.79 $232K - $243K
0 $0
-4.69K
Closed
$50.64 - $51.08 $238K - $240K
0 $0
View all
Activity Summary
Buys All Purchases 292 New Holdings 149 Increased Positions 143 Sells All Sells 37 Reductions 27 Sold out 10 Options Calls 0 Puts 0
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