Modern Wealth Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Number of Shares
814,854
Previous 828,273 1.62%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-13,419 Reduced 1.62%
814,854 $0
Q1 2025

May 30, 2025
BUY
N/A
17,374 Added 2.14%
828,273 $0
Q1 2025

May 15, 2025
BUY
N/A
11,556 Added 1.45%
810,899 $16.5 Billion
Q4 2024

May 30, 2025
SELL
N/A
-6,654 Reduced 0.82%
804,245 $0
Q4 2024

May 29, 2025
SELL
N/A
-6,654 Reduced 0.82%
804,245 $0
Q4 2024

Feb 11, 2025
BUY
N/A
799,343 New
799,343 $16.1 Billion
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