Modern Wealth Management, LLC ISHARES BITCOIN TRUST ETF Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
7,014
Previous 7,014 -0.0%
Holding current value
$0
Previous $328 Million 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2025
SELL
N/A
-346 Reduced 4.7%
7,014 $328 Million
Q4 2024

May 30, 2025
SELL
N/A
-1,226 Reduced 17.48%
5,788 $0
Q4 2024

May 29, 2025
SELL
N/A
-1,726 Reduced 24.61%
5,288 $0
Q4 2024

Feb 11, 2025
BUY
N/A
7,360 New
7,360 $408 Million
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email