Modern Wealth Management, LLC BITWISE BITCOIN ETF TR Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
7,983
Previous 7,983 -0.0%
Holding current value
$0
Previous $358 Million 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-183 Reduced 2.24%
7,983 $358 Million
Q4 2024

May 30, 2025
SELL
N/A
-1,095 Reduced 13.72%
6,888 $0
Q4 2024

May 29, 2025
SELL
N/A
-1,095 Reduced 13.72%
6,888 $0
Q4 2024

Feb 11, 2025
BUY
N/A
1,832 Added 28.92%
8,166 $433 Million
Q3 2024

May 30, 2025
SELL
N/A
-1,649 Reduced 20.66%
6,334 $0
Q3 2024

May 29, 2025
SELL
N/A
-1,649 Reduced 20.66%
6,334 $0
Q3 2024

Nov 05, 2024
SELL
N/A
-65 Reduced 1.02%
6,334 $219 Million
Q2 2024

May 29, 2025
SELL
N/A
-1,584 Reduced 19.84%
6,399 $0
Q2 2024

Aug 07, 2024
BUY
N/A
6,399 New
6,399 $209 Million
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