Modern Wealth Management, LLC
Holdings in BRW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,265,185 | 180,483 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,254,482 | 161,452 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,283,595 | 159,255 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $190,500 | 25,000 | Shares | Sole | 2025-05-30 |