Modern Wealth Management, LLC RB GLOBAL INC Transaction History

Modern Wealth Management, LLC

  • $3.04 Billion
  • Q1 2025
Number of Shares
2,276
Previous 2,276 -0.0%
Holding current value
$0
Previous $228 Million 100.0%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 15, 2025
SELL
N/A
-488 Reduced 17.66%
2,276 $228 Million
Q4 2024

May 30, 2025
BUY
N/A
537 Added 23.59%
2,813 $0
Q4 2024

May 29, 2025
BUY
N/A
537 Added 23.59%
2,813 $0
Q4 2024

Feb 11, 2025
BUY
N/A
2,764 New
2,764 $258 Million
Q2 2024

May 29, 2025
BUY
N/A
443 Added 19.46%
2,719 $208 Million
Q2 2024

Aug 07, 2024
SELL
N/A
-931 Reduced 25.51%
2,719 $208 Million
Q1 2024

May 28, 2025
BUY
N/A
1,992 Added 87.52%
4,268 $325 Million
Q1 2024

May 13, 2024
BUY
N/A
3,650 New
3,650 $279 Million
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