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

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025
Number of Shares
6,907
Previous 6,907 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 15, 2025
BUY
N/A
3,440 Added 99.22%
6,907 $440 Million
Q4 2024

May 30, 2025
SELL
N/A
-3,462 Reduced 50.12%
3,445 $0
Q4 2024

May 29, 2025
SELL
N/A
-3,462 Reduced 50.12%
3,445 $0
Q4 2024

Feb 11, 2025
BUY
N/A
3,467 New
3,467 $239 Million
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