Modern Wealth Management, LLC FIDELITY COVINGTON TRUST Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Number of Shares
8,095
Previous 8,069 0.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
26 Added 0.32%
8,095 $0
Q1 2025

May 15, 2025
BUY
N/A
27 Added 0.34%
8,069 $253 Million
Q4 2024

May 30, 2025
SELL
N/A
-27 Reduced 0.33%
8,042 $0
Q4 2024

May 29, 2025
SELL
N/A
-27 Reduced 0.33%
8,042 $0
Q4 2024

Feb 11, 2025
BUY
N/A
24 Added 0.3%
8,042 $276 Million
Q3 2024

May 30, 2025
SELL
N/A
-51 Reduced 0.63%
8,018 $0
Q3 2024

May 29, 2025
SELL
N/A
-51 Reduced 0.63%
8,018 $0
Q3 2024

Nov 05, 2024
BUY
N/A
25 Added 0.31%
8,018 $258 Million
Q2 2024

May 29, 2025
SELL
N/A
-76 Reduced 0.94%
7,993 $0
Q2 2024

Aug 07, 2024
BUY
N/A
20 Added 0.25%
7,993 $235 Million
Q1 2024

May 13, 2024
BUY
N/A
7,973 New
7,973 $238 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