Modern Wealth Management, LLC Ishares U.S. Treasury Bond ETF Transaction History
Modern Wealth Management, LLC
- $5.05 Trillion
- Q3 2025
A detailed history of Modern Wealth Management, LLC transactions in Ishares U.S. Treasury Bond ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 541,825 shares of GOVT stock, worth $12.5 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
541,825
Previous 582,280
6.95%
Holding current value
$12.5 Million
Previous $13.4 Million
93524.66%
% of portfolio
0.25%
Previous 0.03%
Shares
17 transactions
Others Institutions Holding GOVT
# of Institutions
887Shares Held
1.24BCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC362MShares$8.36 Billion0.59% of portfolio
-
Lpl Financial LLC Fort Mill, SC111MShares$2.57 Billion0.8% of portfolio
-
Envestnet Asset Management Inc76.7MShares$1.77 Billion0.55% of portfolio
-
Jump Financial, LLC Chicago, IL74.3MShares$1.71 Billion19.35% of portfolio
-
Truist Financial Corp68.7MShares$1.59 Billion2.21% of portfolio