Modern Wealth Management, LLC PEAKSTONE REALTY TRUST Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
10,538
Previous 11,072 4.82%
Holding current value
$138 Million
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-534 Reduced 4.82%
10,538 $138 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-29 Reduced 0.26%
11,072 $0
Q1 2025

May 15, 2025
BUY
N/A
494 Added 4.66%
11,101 $140 Million
Q4 2024

May 30, 2025
SELL
N/A
-525 Reduced 4.73%
10,576 $0
Q4 2024

May 29, 2025
SELL
N/A
-525 Reduced 4.73%
10,576 $0
Q4 2024

Feb 11, 2025
BUY
N/A
10,607 New
10,607 $112 Million
Q1 2024

May 28, 2025
BUY
N/A
105 Added 0.95%
11,206 $181 Million
Q1 2024

May 13, 2024
BUY
N/A
1,063 Added 10.22%
11,461 $170 Million
Q4 2023

May 28, 2025
BUY
N/A
85 Added 0.77%
11,186 $223 Million
Q4 2023

Feb 14, 2024
BUY
N/A
10,398 New
10,398 $207 Million
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