Modern Wealth Management, LLC INVESCO EXCH TRADED FD TR II Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Number of Shares
24,415
Previous 23,603 3.44%
Holding current value
$2.9 Billion
Previous $3.28 Billion 11.55%
% of portfolio
0.09%
Previous 0.11%

Shares

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

May 15, 2025
BUY
N/A
812 Added 3.44%
24,415 $2.9 Billion
Q4 2024

May 30, 2025
SELL
N/A
-5 Reduced 0.02%
24,410 $0
Q4 2024

May 29, 2025
SELL
N/A
-5 Reduced 0.02%
24,410 $0
Q4 2024

Feb 11, 2025
BUY
N/A
23,603 New
23,603 $3.28 Billion
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