Modern Wealth Management, LLC T ROWE PRICE ETF INC Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024
Number of Shares
1,256,072
Previous 686,221 83.04%
Holding current value
$43 Billion
Previous $22.8 Billion 88.44%
% of portfolio
1.5%
Previous 1.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
N/A
569,851 Added 83.04%
1,256,072 $43 Billion
Q3 2024

Nov 05, 2024
BUY
N/A
5,562 Added 0.82%
686,221 $22.8 Billion
Q2 2024

Aug 07, 2024
BUY
N/A
1,326 Added 0.2%
680,659 $21.4 Billion
Q1 2024

May 13, 2024
BUY
N/A
56,575 Added 9.08%
679,333 $20.5 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
622,758 New
622,758 $17.2 Billion
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