Modern Wealth Management, LLC
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $129,079 | 11,023 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $131,412 | 11,358 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $128,709 | 11,340 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $119,536 | 11,099 | Shares | Sole | 2025-05-30 |