Modern Wealth Management, LLC HEALTHCARE RLTY TR Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
14,260
Previous 14,260 -0.0%
Holding current value
$0
Previous $241 Million 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 30, 2025
SELL
N/A
-20 Reduced 0.14%
14,240 $0
Q4 2024

May 29, 2025
SELL
N/A
-1,785 Reduced 12.52%
12,475 $0
Q4 2024

Feb 11, 2025
SELL
N/A
-431 Reduced 2.93%
14,260 $232 Million
Q3 2024

May 30, 2025
BUY
N/A
431 Added 3.02%
14,691 $0
Q3 2024

May 29, 2025
SELL
N/A
-1,334 Reduced 9.35%
12,926 $0
Q3 2024

Nov 05, 2024
BUY
N/A
1,765 Added 13.65%
14,691 $267 Million
Q2 2024

May 29, 2025
SELL
N/A
-1,334 Reduced 9.35%
12,926 $0
Q1 2024

May 28, 2025
SELL
N/A
-1,334 Reduced 9.35%
12,926 $183 Million
Q4 2023

May 28, 2025
SELL
N/A
-1,117 Reduced 7.83%
13,143 $226 Million
Q4 2023

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