Modern Wealth Management, LLC
Holdings in ACP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $120,302 | 22,237 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $164,116 | 28,296 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $221,373 | 37,521 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $225,439 | 37,762 | Shares | Sole | 2025-05-30 |