Modern Wealth Management, LLC MORGAN STANLEY ETF TRUST Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025
Number of Shares
22,568
Previous 21,526 4.84%
Holding current value
$1.85 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
1,042 Added 4.84%
22,568 $1.85 Billion
Q2 2025

Aug 14, 2025
BUY
N/A
21,526 New
21,526 $0
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