Modern Wealth Management, LLC ETF OPPORTUNITIES TRUST Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Number of Shares
356,586
Previous 355,322 0.36%
Holding current value
$10 Billion
Previous $10.2 Billion 2.13%
% of portfolio
0.61%
Previous 0.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
1,264 Added 0.36%
356,586 $10 Billion
Q2 2024

Aug 07, 2024
BUY
N/A
355,322 New
355,322 $10.2 Billion
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