Modern Wealth Management, LLC MORGAN STANLEY ETF TRUST Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
31,774
Previous 30,302 4.86%
Holding current value
$2.17 Billion
Previous $0 Infinity%
% of portfolio
0.04%
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
1,472 Added 4.86%
31,774 $2.17 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
30,302 New
30,302 $0
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