Modern Wealth Management, LLC First Tr Exch Trd Fd Viii Firs Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024

A detailed history of Modern Wealth Management, LLC transactions in First Tr Exch Trd Fd Viii Firs stock. As of the latest transaction made, Modern Wealth Management, LLC holds 20,584 shares of DEED stock, worth $423,824. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,584
Previous 20,084 2.49%
Holding current value
$423,824
Previous $414 Million 8.11%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$20.51 - $21.98 $10,255 - $10,990
500 Added 2.49%
20,584 $448 Million
Q2 2024

Aug 07, 2024
SELL
$19.92 - $20.94 $12,669 - $13,317
-636 Reduced 3.07%
20,084 $414 Million
Q1 2024

May 13, 2024
SELL
$20.4 - $21.11 $5,467 - $5,657
-268 Reduced 1.28%
20,720 $425 Million
Q4 2023

Feb 14, 2024
BUY
$19.32 - $21.23 $405,488 - $445,575
20,988 New
20,988 $445 Million

Others Institutions Holding DEED

# of Institutions
35
Shares Held
2.17M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR EXCH TRD FD VIII FIRS

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