Modern Wealth Management, LLC SCHWAB CHARLES FAMILY FD Transaction History

Modern Wealth Management, LLC

  • $1.11 Trillion
  • Q1 2024
Number of Shares
926,325
Holding current value
$926 Million
% of portfolio
0.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
N/A
926,325 New
926,325 $926 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