Modern Wealth Management, LLC
Position in OCTW — AllianzIM U.S. Equity Buffer20 Oct ETF
CIK 2001900
KANSAS CITY, MO
All Filings in OCTW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 OCTW | $1,260,200 | 32,758 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 OCTW | $1,357,239 | 34,801 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||