Modern Wealth Management, LLC
Holdings in DSU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $822,645 | 80,810 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,048,671 | 98,745 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,029,314 | 97,473 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $1,045,818 | 97,195 | Shares | Sole | 2025-05-30 |