Modern Wealth Management, LLC
Position in APUE — ActivePassive U.S. Equity ETF
CIK 2001900
KANSAS CITY, MO
All Filings in APUE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 APUE | $451,461 | 11,264 | Shares | Other | 2026-05-14 | |
| 2025-12-31 APUE | $823,357 | 19,759 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 APUE | $1,078,508 | 26,447 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||