Modern Wealth Management, LLC
CIK
0002001900
City
LENEXA
State / Country
KS
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $124,869 | 11,915 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $128,562 | 11,915 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $125,345 | 11,915 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $142,265 | 11,915 | Shares | Sole | 2025-05-30 |