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

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Number of Shares
810,899
Previous 799,343 1.45%
Holding current value
$16.5 Billion
Previous $16.1 Billion 2.2%
% of portfolio
0.53%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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