Number of Shares
1,054
Previous 1,054 -0.0%
Holding current value
$0
Previous $491 Million 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

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

May 15, 2025

SELL
N/A
-302 Reduced 22.27%
1,054 $491 Million
Q4 2024

May 30, 2025

SELL
N/A
-505 Reduced 47.91%
549 $0
Q4 2024

May 29, 2025

SELL
N/A
-505 Reduced 47.91%
549 $0
Q4 2024

Feb 11, 2025

BUY
N/A
226 Added 20.0%
1,356 $625 Million
Q3 2024

Nov 05, 2024

SELL
N/A
-91 Reduced 7.45%
1,130 $539 Million
Q2 2024

Aug 07, 2024

SELL
N/A
-9 Reduced 0.73%
1,221 $536 Million
Q1 2024

May 13, 2024

BUY
N/A
1,230 New
1,230 $534 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.