Modern Wealth Management, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
11,942
Previous 12,163 1.82%
Holding current value
$890 Million
Previous $0 Infinity%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
N/A
-221 Reduced 1.82%
11,942 $890 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-68 Reduced 0.56%
12,163 $0
Q1 2025

May 30, 2025
SELL
N/A
-1 Reduced 0.01%
12,231 $0
Q1 2025

May 15, 2025
BUY
N/A
12,232 New
12,232 $859 Million
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