Modern Wealth Management, LLC
Holdings in FSK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,323,795 | 359,473 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $5,765,488 | 386,168 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $8,144,935 | 392,527 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $8,715,322 | 401,258 | Shares | Other | 2025-05-30 |
| 2024-03-31 | $7,703,686 | 403,969 | Shares | Other | 2025-05-29 |
| 2023-12-31 | $8,093,620 | 405,289 | Shares | Other | 2025-05-28 |