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%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About GLOBAL X FDS

BOTZ Quotes by TradingView
  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
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