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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

TRTX holding history

TPG RE Finance Trust, Inc. in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRTX overviewAll 13F holders of TRTXFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of TRTX by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−20,855−100.0%Sold outHolders
Q2 202520,855$161.0K<0.1%+20,855NewHolders