Modern Wealth Management, LLC Sells in Q2 2024

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AMH
American Homes 4 Rent

Real Estate
-645
- 10.19%
$34.66 - $37.16 $22.4K - $24K
5.68K $211M
BNDX
Vanguard Total International B

ETFs
-329
- 4.93%
$48.24 - $49.07 $15.9K - $16.1K
6.35K $309M
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-2.53K
- 4.13%
$10.35 - $10.81 $26.2K - $27.4K
58.8K $636M
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-1.3K
- 0.8%
$39.67 - $43.18 $51.7K - $56.3K
161K $6.83B
CBSH
Commerce Bancshares Inc

Financial Services
-19
- 0.14%
$51.23 - $57.08 $973 - $1.08K
14K $783M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-413
- 3.19%
$42.01 - $43.6 $17.4K - $18K
12.5K $539M
EVRG
Evergy, Inc.

Utilities
-34
- 0.72%
$49.56 - $55.74 $1.69K - $1.9K
4.69K $248M
VPU
Vanguard Utilities ETF

ETFs
-15
- 0.9%
$136.04 - $157.94 $2.04K - $2.37K
1.65K $244M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-245
- 4.67%
$49.55 - $50.44 $12.1K - $12.4K
5K $251M
OGS
One Gas, Inc.

Utilities
-167
- 3.01%
$58.54 - $65.88 $9.78K - $11K
5.38K $344M
CSX
Csx Corp

Industrials
-71
- 0.7%
$32.18 - $36.78 $2.28K - $2.61K
10.1K $336M
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
-636
- 3.07%
$19.92 - $20.94 $12.7K - $13.3K
20.1K $414M
FEX
First Tr Large Cap Core Alphde

ETFs
-82
- 2.16%
$93.69 - $98.85 $7.68K - $8.11K
3.71K $360M
MUB
Ishares National Muni Bond ETF

ETFs
-65
- 1.14%
$105.37 - $107.16 $6.85K - $6.97K
5.66K $603M
LNT
Alliant Energy Corp

Utilities
-41
- 0.35%
$47.4 - $52.12 $1.94K - $2.14K
11.7K $594M
SIRI
Sirius Xm Holdings Inc.

Communication Services
-749
- 4.89%
$2.53 - $3.83 $1.89K - $2.87K
14.6K $41.3M
MGM
Mgm Resorts International

Consumer Cyclical
-636
- 10.38%
$38.53 - $47.78 $24.5K - $30.4K
5.49K $244M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-15
- 0.36%
$59.59 - $63.02 $894 - $945
4.16K $255M
CLH
Clean Harbors Inc

Industrials
-161
- 6.82%
$189.45 - $228.93 $30.5K - $36.9K
2.2K $498M
ACWI
Ishares Msci Acwi ETF

ETFs
-60
- 2.41%
$104.54 - $112.83 $6.27K - $6.77K
2.43K $273M
HTGC
Hercules Capital, Inc.

Financial Services
-311
- 2.35%
$17.96 - $20.45 $5.59K - $6.36K
12.9K $265M
Linde PLC
-9
- 0.73%
N/A
1.22K $536M
SBUX
Starbucks Corp

Consumer Cyclical
-50
- 0.92%
$72.5 - $91.53 $3.63K - $4.58K
5.38K $419M
BR
Broadridge Financial Solutions, Inc.

Technology
-42
- 0.31%
$190.46 - $207.24 $8K - $8.7K
13.5K $2.66B
TMUS
T Mobile Us, Inc.

Communication Services
-119
- 4.66%
$159.79 - $180.69 $19K - $21.5K
2.44K $429M
F
Ford Motor CO

Consumer Cyclical
-220
- 0.84%
$11.56 - $13.65 $2.54K - $3K
26.1K $327M
IEF
Ishares Barclays

ETFs
-389
- 0.9%
$91.24 - $94.6 $35.5K - $36.8K
42.6K $3.99B
EPI
Wisdomtree Tr India Earnings F

ETFs
-148
- 3.02%
$43.7 - $48.28 $6.47K - $7.15K
4.76K $230M
VGT
Vanguard Information Technolog

ETFs
-6
- 0.74%
$479.9 - $588.82 $2.88K - $3.53K
810 $467M
USRT
Ishares Core U.S. Reit ETF

ETFs
-1.74K
- 1.74%
$49.35 - $53.7 $86K - $93.6K
98.2K $5.26B
ADBE
Adobe Inc.

Technology
-424
- 7.67%
$439.02 - $555.54 $186K - $236K
5.1K $2.84B
IOO
Ishares Tr Global 100 ETF

ETFs
-364
- 0.37%
$85.21 - $97.45 $31K - $35.5K
98.8K $9.54B
LLY
Eli Lilly & CO

Healthcare
-48
- 0.65%
$724.87 - $909.04 $34.8K - $43.6K
7.3K $6.61B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-515
- 0.71%
$455.1 - $504.28 $234K - $260K
72.3K $36.2B
Activity Summary
Buys All Purchases 305 New Holdings 95 Increased Positions 210 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 0 Puts 0
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