Modern Wealth Management, LLC
Position in FDS — Factset Research Systems Inc
CIK 2001900
KANSAS CITY, MO
Position in FDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$375,259
New position
Shares Held
1,631
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#435
of 762 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 5%
Shared 0%
None 95%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $5,525,256 across 7 Financial Data & Stock Exchanges names. FDS ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
13,267 | $2,929,749 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
9,063 | $714,344 | |
| 3 | SPGI |
S&P Global Inc.
|
1,770 | $682,158 | |
| 4 | FDS |
Factset Research Systems Inc
This page
|
1,631 | $375,259 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,518 | $309,990 | |
| 6 | MCO |
Moodys Corp /De/
|
568 | $257,257 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
1,057 | $256,499 |
All Filings in FDS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,259 | 1,631 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||