Modern Wealth Management, LLC SCHWAB CHARLES FAMILY FD Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 2024
Number of Shares
8,366,505
Previous 926,325 803.19%
Holding current value
$8.37 Billion
Previous $926 Million 803.19%
% of portfolio
0.51%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
N/A
7,440,180 Added 803.19%
8,366,505 $8.37 Billion
Q1 2024

May 13, 2024
BUY
N/A
926,325 New
926,325 $926 Million
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