Modern Wealth Management, LLC HEALTHCARE RLTY TR Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Number of Shares
14,691
Previous 12,926 13.65%
Holding current value
$267 Million
Previous $213 Million 25.17%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
1,765 Added 13.65%
14,691 $267 Million
Q4 2023

Feb 14, 2024
BUY
N/A
12,926 New
12,926 $223 Million
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