Modern Wealth Management, LLC
Position in DFNL — Davis Select Financial ETF
CIK 2001900
KANSAS CITY, MO
All Filings in DFNL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,759 | 7,308 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $327,690 | 7,308 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $462,034 | 9,560 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $432,303 | 9,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $410,506 | 9,560 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $401,441 | 10,220 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $389,279 | 10,220 | Shares | Sole | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||