Modern Wealth Management, LLC Global X Fds Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Modern Wealth Management, LLC holds 312,167 shares of BOTZ stock, worth $11 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

312,167

Previous 278,607 12.05%

Holding current value

$11 Million

Previous $9.1 Million 121492.76%

% of portfolio

0.22%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$32.14 - $35.96 $1.08 Million - $1.21 Million	33,560 Added 12.05%	312,167 $11.1 Billion
Q2 2025 Aug 14, 2025	BUY	$24.51 - $32.65 $3.38 Million - $4.5 Million	137,847 Added 97.93%	278,607 $9.1 Million
Q1 2025 May 30, 2025	BUY	$28.46 - $34.53 $35,688 - $43,300	1,254 Added 0.9%	140,760 $4.01 Million
Q1 2025 May 15, 2025	SELL	$28.46 - $34.53 $11,583 - $14,053	-407 Reduced 0.29%	139,506 $3.97 Billion
Q4 2024 May 30, 2025	BUY	$31.11 - $34.18 $40,287 - $44,263	1,295 Added 0.93%	140,801 $4.5 Million

Q4 2024 May 29, 2025	BUY	$31.11 - $34.18 $40,287 - $44,263	1,295 Added 0.93%	140,801 $4.5 Million
Q4 2024 Feb 11, 2025	BUY	$31.11 - $34.18 $4.35 Million - $4.78 Million	139,913 New	139,913 $4.79 Billion

Others Institutions Holding BOTZ

# of Institutions

458

Shares Held

32.9M

Call Options Held

188K

Put Options Held

320K

View Full List

About GLOBAL X FDS

Ticker BOTZ
Sector ETFs
Industry ETFs

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Modern Wealth Management, LLC Global X Fds Transaction History