Modern Wealth Management, LLC
Holdings in DBB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,433,061 | 62,470 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,301,003 | 63,340 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,178,470 | 60,840 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $1,200,650 | 63,695 | Shares | Sole | 2025-05-30 |