Modern Wealth Management, LLC
Holdings in EMF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $192,098 | 11,280 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $198,117 | 11,835 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $172,672 | 11,835 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $134,796 | 11,280 | Shares | Sole | 2025-05-30 |