Modern Wealth Management, LLC BLACKROCK INC Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
794
Previous 792 0.25%
Holding current value
$0
Previous $750 Million 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

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

May 30, 2025
BUY
N/A
2 Added 0.25%
794 $0
Q1 2025

May 15, 2025
BUY
N/A
75 Added 10.46%
792 $750 Million
Q4 2024

May 30, 2025
SELL
N/A
-98 Reduced 12.37%
694 $0
Q4 2024

May 29, 2025
SELL
N/A
-98 Reduced 12.37%
694 $0
Q4 2024

Feb 11, 2025
BUY
N/A
717 New
717 $707 Million
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