Modern Wealth Management, LLC BROOKFIELD CORP Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
8,082
Previous 8,060 0.27%
Holding current value
$554 Million
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
22 Added 0.27%
8,082 $554 Million
Q2 2025

Aug 14, 2025
BUY
N/A
92 Added 1.15%
8,060 $0
Q4 2024

Feb 11, 2025
BUY
N/A
7,968 New
7,968 $473 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