Modern Wealth Management’s Element Solutions ESI Stock Holding History

Modern Wealth Management’s Portfolio ESI Stock Details ESI 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	$3.42M	Sell
2024 Q4	$3.85M	Buy
2024 Q3	$4.11M	Buy