Modern Wealth Management, LLC MORGAN STANLEY ETF TRUST Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
4,483
Previous 5,022 10.73%
Holding current value
$285 Million
Previous $0 Infinity%
% of portfolio
0.01%
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
-539 Reduced 10.73%
4,483 $285 Million
Q2 2025

Aug 14, 2025
BUY
N/A
5,022 New
5,022 $0
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