Modern Wealth Management, LLC T ROWE PRICE ETF INC Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Number of Shares
686,221
Previous 680,659 0.82%
Holding current value
$22.8 Billion
Previous $21.4 Billion 6.72%
% of portfolio
1.39%
Previous 1.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
5,562 Added 0.82%
686,221 $22.8 Billion
Q2 2024

Aug 07, 2024
BUY
N/A
1,326 Added 0.2%
680,659 $21.4 Billion
Q1 2024

May 13, 2024
BUY
N/A
56,575 Added 9.08%
679,333 $20.5 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
622,758 New
622,758 $17.2 Billion
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