Modern Wealth Management, LLC HARTFORD FDS EXCHANGE TRADED Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
156,868
Previous 148,630 5.54%
Holding current value
$4.17 Billion
Previous $0 Infinity%
% of portfolio
0.08%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
8,238 Added 5.54%
156,868 $4.17 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
148,630 New
148,630 $0
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