Modern Wealth Management, LLC GE VERNOVA INC Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
2,296
Previous 2,250 2.04%
Holding current value
$0
Previous $687 Million 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 30, 2025
BUY
N/A
46 Added 2.04%
2,296 $0
Q1 2025

May 15, 2025
BUY
N/A
505 Added 28.94%
2,250 $687 Million
Q4 2024

May 30, 2025
SELL
N/A
-525 Reduced 23.33%
1,725 $0
Q4 2024

May 29, 2025
SELL
N/A
-552 Reduced 24.53%
1,698 $0
Q4 2024

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

May 30, 2025
SELL
N/A
-919 Reduced 40.84%
1,331 $0
Q3 2024

May 29, 2025
SELL
N/A
-946 Reduced 42.04%
1,304 $0
Q3 2024

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

May 29, 2025
SELL
N/A
-934 Reduced 41.51%
1,316 $0
Q2 2024

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