Modern Wealth Management, LLC AMERISERV FINL INC Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
13,175
Previous 13,046 0.99%
Holding current value
$38.2 Million
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
129 Added 0.99%
13,175 $38.2 Million
Q2 2025

Aug 14, 2025
BUY
N/A
151 Added 1.17%
13,046 $0
Q1 2025

May 15, 2025
SELL
N/A
-2,858 Reduced 18.14%
12,895 $31.3 Million
Q4 2024

May 30, 2025
BUY
N/A
2,858 Added 22.16%
15,753 $0
Q4 2024

May 29, 2025
BUY
N/A
2,858 Added 22.16%
15,753 $0
Q4 2024

Feb 11, 2025
BUY
N/A
15,753 New
15,753 $42.5 Million
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