Modern Wealth Management, LLC
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $243,817 | 18,040 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $266,758 | 18,851 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $288,514 | 21,521 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $260,355 | 21,614 | Shares | Sole | 2025-05-30 |