Modern Wealth Management, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Modern Wealth Management, LLC

  • $3.08 Trillion
  • Q1 2025
Number of Shares
243,160
Previous 238,139 2.11%
Holding current value
$14.5 Billion
Previous $15 Billion 3.32%
% of portfolio
0.47%
Previous 0.53%

Shares

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

May 15, 2025
BUY
N/A
5,021 Added 2.11%
243,160 $14.5 Billion
Q4 2024

May 30, 2025
SELL
N/A
-3,957 Reduced 1.63%
239,203 $0
Q4 2024

May 29, 2025
SELL
N/A
-3,957 Reduced 1.63%
239,203 $0
Q4 2024

Feb 11, 2025
BUY
N/A
238,139 New
238,139 $15 Billion
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