Modern Wealth Management, LLC AIM ETF PRODUCTS TRUST Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
275,451
Previous 284,405 3.15%
Holding current value
$10.2 Billion
Previous $0 Infinity%
% of portfolio
0.2%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-8,954 Reduced 3.15%
275,451 $10.2 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
284,405 New
284,405 $0
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