Modern Wealth Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
306,821
Previous 298,864 2.66%
Holding current value
$6.59 Billion
Previous $0 Infinity%
% of portfolio
0.13%
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
7,957 Added 2.66%
306,821 $6.59 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
298,864 New
298,864 $0
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