Modern Wealth Management, LLC Ishares Tr Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 3,708 shares of GBF stock, worth $389,451. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,708
Previous 4,314
14.05%
Holding current value
$389,451
Previous $450,000
86703.56%
% of portfolio
0.01%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding GBF
# of Institutions
74Shares Held
1.16MCall Options Held
0Put Options Held
0-
Destination Wealth Management192KShares$20.2 Million0.58% of portfolio
-
Morgan Stanley New York, NY120KShares$12.7 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS106KShares$11.2 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC104KShares$11 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY93.4KShares$9.81 Million0.0% of portfolio