Modern Wealth Management, LLC's ownership history for TSLA


Modern Wealth Management, LLC currently holds 31.1K shares with a market value of $11.8M. It started holding TSLA on 2024-09-30. At its peak, it held 31.1K shares on 2026-03-31. Its highest holding value was $12.6M on 2025-12-31. At its lowest, it held 8.7K shares on 2024-09-30, with a value of $2.3M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 6.1K. In the recent year, Modern Wealth Management, LLC has increased its shares by 16.0K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $38.1K on 2026-03-31. At its peak, it held 1 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $38.1K on 2026-03-31. At its lowest, it held 1 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $38.1K on 2026-03-31.


Modern Wealth Management, LLC's ownership history for TSLA
Modern Wealth Management, LLC's ownership history for TSLA Call Options