Modern Wealth Management, LLC
Holdings in ISD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $525,478 | 36,315 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $588,573 | 40,930 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $603,443 | 42,586 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $576,406 | 42,135 | Shares | Sole | 2025-05-30 |