Modern Wealth Management, LLC
Holdings in FSCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,144,136 | 181,609 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,162,455 | 168,228 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,378,151 | 189,828 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $1,174,151 | 172,163 | Shares | Sole | 2025-05-30 |
| 2023-12-31 | $73,749 | 13,007 | Shares | Sole | 2025-05-28 |