Modern Wealth Management, LLC LAM RESEARCH CORP Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
4,203
Previous 3,891 8.02%
Holding current value
$563 Million
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
N/A
312 Added 8.02%
4,203 $563 Million
Q2 2025

Nov 12, 2025
SELL
N/A
-31 Reduced 0.79%
3,891 $0
Q2 2025

Aug 14, 2025
BUY
N/A
3,922 New
3,922 $0
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