Modern Wealth Management, LLC
Holdings in BEN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,647,020 | 403,810 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $8,772,838 | 379,284 | Shares | Other | 2025-11-12 |
| 2025-06-30 | $8,198,938 | 343,771 | Shares | Other | 2025-11-12 |
| 2024-12-31 | $3,153,694 | 155,431 | Shares | Other | 2025-05-30 |