Modern Wealth Management, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $775,360 | 61,831 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $937,340 | 73,287 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $892,119 | 73,668 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $869,426 | 73,868 | Shares | Sole | 2025-05-30 |