Modern Wealth Management, LLC HEALTHCARE RLTY TR Transaction History

Modern Wealth Management, LLC

12,992

Previous 12,909 0.64%

$234 Million

Previous $0 Infinity%

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	N/A	83 Added 0.64%	12,992 $234 Million
Q2 2025 Aug 14, 2025	SELL	N/A	-1,351 Reduced 9.47%	12,909 $0
Q4 2024 May 30, 2025	SELL	N/A	-20 Reduced 0.14%	14,240 $0
Q4 2024 May 29, 2025	SELL	N/A	-1,785 Reduced 12.52%	12,475 $0
Q4 2024 Feb 11, 2025	SELL	N/A	-431 Reduced 2.93%	14,260 $232 Million

Q3 2024 May 30, 2025	BUY	N/A	431 Added 3.02%	14,691 $0
Q3 2024 May 29, 2025	SELL	N/A	-1,334 Reduced 9.35%	12,926 $0
Q3 2024 Nov 05, 2024	BUY	N/A	1,765 Added 13.65%	14,691 $267 Million
Q2 2024 May 29, 2025	SELL	N/A	-1,334 Reduced 9.35%	12,926 $0
Q1 2024 May 28, 2025	SELL	N/A	-1,334 Reduced 9.35%	12,926 $183 Million
Q4 2023 May 28, 2025	SELL	N/A	-1,117 Reduced 7.83%	13,143 $226 Million
Q4 2023 Feb 14, 2024	BUY	N/A	12,926 New	12,926 $223 Million

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