Modern Wealth Management, LLC
Position in JANW — AllianzIM U.S. Equity Buffer20 Jan ETF
CIK 2001900
KANSAS CITY, MO
All Filings in JANW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 JANW | $392,160 | 10,750 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 JANW | $397,857 | 10,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 JANW | $1,249,576 | 34,576 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 JANW | $1,194,428 | 34,191 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||