Modern Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Number of Shares
11,878
Previous 11,814 0.54%
Holding current value
$360 Million
Previous $335 Million 7.42%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 05, 2024
BUY
N/A
64 Added 0.54%
11,878 $360 Million
Q2 2024

Aug 07, 2024
BUY
N/A
113 Added 0.97%
11,814 $335 Million
Q1 2024

May 13, 2024
BUY
N/A
11,701 New
11,701 $336 Million
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email