Modern Wealth Management, LLC RB GLOBAL INC Transaction History

Modern Wealth Management, LLC

  • $1.37 Trillion
  • Q2 2024
Number of Shares
2,719
Previous 3,650 25.51%
Holding current value
$208 Million
Previous $279 Million 25.62%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

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

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