Modern Wealth Management, LLC Sells in Q3 2024

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMB
Ishares Tr

ETFs
-155
- 5.99%
$87.75 - $93.74 $13.6K - $14.5K
2.43K $227M
SRLN
Ssga Active Trust

ETFs
-7
- 0.08%
$40.93 - $41.85 $287 - $293
8.23K $344M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-227
- 3.69%
$44.9 - $47.55 $10.2K - $10.8K
5.93K $280M
BNDX
Vanguard Total International B

ETFs
-154
- 2.43%
$48.42 - $50.35 $7.46K - $7.75K
6.19K $311M
GBF
Ishares Tr

ETFs
-162
- 3.34%
$101.73 - $107.63 $16.5K - $17.4K
4.68K $500M
Linde PLC
-91
- 7.45%
N/A
1.13K $539M
INDA
Ishares Msci India Index Fund

ETFs
-62
- 1.68%
$54.86 - $59.22 $3.4K - $3.67K
3.63K $212M
VDC
Vanguard Consumer Staples ETF

ETFs
-57
- 4.64%
$201.77 - $221.32 $11.5K - $12.6K
1.17K $256M
MGC
Vanguard Mega Cap ETF

ETFs
-25
- 1.68%
$185.93 - $206.64 $4.65K - $5.17K
1.46K $302M
Bitwise Bitcoin ETF Tr
-65
- 1.02%
N/A
6.33K $219M
VCR
Vanguard Consumer Discretionar

ETFs
-45
- 4.83%
$291.88 - $341.94 $13.1K - $15.4K
887 $302M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-7
- 0.39%
$285.48 - $330.24 $2K - $2.31K
1.8K $580M
FLO
Flowers Foods Inc

Consumer Defensive
-73
- 0.36%
$21.44 - $23.77 $1.57K - $1.74K
20.5K $472M
ACWI
Ishares Msci Acwi ETF

ETFs
-8
- 0.33%
$107.24 - $119.84 $858 - $959
2.42K $290M
DHR
Danaher Corp

Healthcare
-25
- 2.91%
$239.25 - $280.76 $5.98K - $7.02K
833 $231M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-869
- 5.46%
$47.99 - $54.43 $41.7K - $47.3K
15.1K $812M
VAW
Vanguard Materials ETF

ETFs
-34
- 2.43%
$189.89 - $213.71 $6.46K - $7.27K
1.37K $289M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-3
- 2.44%
$3305.62 - $4268.05 $9.92K - $12.8K
120 $507M
TSN
Tyson Foods, Inc.

Consumer Defensive
-2
- 0.02%
$55.91 - $65.87 $112 - $132
8.01K $477M
SO
Southern CO

Utilities
-241
- 7.33%
$77.0 - $90.52 $18.6K - $21.8K
3.05K $275M
DNP
Dnp Select Income Fund Inc

Financial Services
-673
- 4.38%
$8.21 - $10.03 $5.53K - $6.75K
14.7K $148M
HYG
Ishares Tr

ETFs
-22
- 0.27%
$76.72 - $80.36 $1.69K - $1.77K
8.24K $662M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-103
- 2.94%
$95.81 - $109.03 $9.87K - $11.2K
3.4K $366M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
-1.15K
- 2.91%
$12.94 - $14.0 $14.9K - $16.1K
38.4K $536M
FEX
First Tr Large Cap Core Alphde

ETFs
-6
- 0.16%
$94.21 - $104.17 $565 - $625
3.71K $386M
NSC
Norfolk Southern Corp

Industrials
-27
- 2.71%
$213.75 - $259.69 $5.77K - $7.01K
970 $241M
SAP
Sap Se

Technology
-18
- 1.47%
$197.21 - $231.0 $3.55K - $4.16K
1.21K $277M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-4.26K
- 3.6%
$12.0 - $13.08 $51.1K - $55.7K
114K $1.49B
IEFA
Ishares Tr

ETFs
-125
- 1.49%
$70.09 - $78.74 $8.76K - $9.84K
8.24K $643M
VPU
Vanguard Utilities ETF

ETFs
-30
- 1.82%
$146.64 - $174.54 $4.4K - $5.24K
1.62K $282M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-340
- 3.38%
$55.15 - $64.23 $18.8K - $21.8K
9.72K $624M
EVRG
Evergy, Inc.

Utilities
-15
- 0.32%
$52.46 - $62.01 $787 - $930
4.67K $290M
VBR
Vanguard Small Cap Value ETF

ETFs
-14
- 0.57%
$179.99 - $201.6 $2.52K - $2.82K
2.45K $491M
DTM
Dt Midstream, Inc.

Energy
-38
- 0.64%
$69.34 - $79.28 $2.63K - $3.01K
5.94K $467M
PGR
Progressive Corp

Financial Services
-165
- 8.65%
$209.46 - $259.24 $34.6K - $42.8K
1.74K $442M
COF
Capital One Financial Corp

Financial Services
-16
- 0.37%
$131.42 - $153.05 $2.1K - $2.45K
4.3K $644M
VNQ
Vanguard Specialized Funds Van

ETFs
-217
- 4.28%
$82.97 - $98.97 $18K - $21.5K
4.85K $472M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-9.37K
- 5.71%
$51.29 - $56.57 $481K - $530K
155K $8.76B
PFG
Principal Financial Group Inc

Financial Services
-175
- 1.59%
$72.94 - $87.46 $12.8K - $15.3K
10.8K $930M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-31.2K
- 4.05%
$84.81 - $93.54 $2.65M - $2.92M
738K $67.9B
AEE
Ameren Corp

Utilities
-105
- 1.79%
$70.45 - $87.46 $7.4K - $9.18K
5.75K $502M
IVE
Ishares S&P 500 Value ETF

ETFs
-45
- 0.56%
$181.06 - $197.17 $8.15K - $8.87K
8K $1.58B
O
Realty Income Corp

Real Estate
-13
- 0.11%
$52.36 - $63.42 $681 - $824
12.1K $764M
DE
Deere & CO

Industrials
-50
- 1.37%
$344.84 - $418.0 $17.2K - $20.9K
3.6K $1.5B
PECO
Phillips Edison & Company, Inc.

Real Estate
-7.2K
- 8.63%
$32.1 - $38.93 $231K - $280K
76.2K $2.87B
CEG
Constellation Energy Corp

Utilities
-9
- 0.33%
$167.08 - $262.86 $1.5K - $2.37K
2.72K $706M
DTE
Dte Energy CO

Utilities
-198
- 1.51%
$108.67 - $128.41 $21.5K - $25.4K
12.9K $1.65B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-99
- 0.14%
$71.45 - $75.64 $7.07K - $7.49K
71.5K $5.37B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-164
- 0.54%
$105.53 - $118.34 $17.3K - $19.4K
30.4K $3.55B
Activity Summary
Buys All Purchases 317 New Holdings 66 Increased Positions 251 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 1
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