Modern Wealth Management’s Broadridge BR Stock Holding History

Modern Wealth Management’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.43M	Buy
2025 Q1	$3.39M	Buy
2024 Q4	$3.08M	Buy
2024 Q3	$2.9M	Buy
2024 Q2	$2.66M	Buy
2024 Q1	$2.76M	Buy