Modern Wealth Management, LLC
Holdings in GDLC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,252,913 | 30,320 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,694,888 | 30,320 | Shares | Sole | 2025-11-12 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,252,913 | 30,320 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,694,888 | 30,320 | Shares | Sole | 2025-11-12 |