Modern Wealth Management, LLC GE VERNOVA INC Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Number of Shares
1,745
Previous 1,331 31.1%
Holding current value
$672 Million
Previous $339 Million 97.96%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
414 Added 31.1%
1,745 $672 Million
Q3 2024

Nov 05, 2024
BUY
N/A
15 Added 1.14%
1,331 $339 Million
Q2 2024

Aug 07, 2024
BUY
N/A
1,316 New
1,316 $226 Million
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