Modern Wealth Management, LLC
Holdings in NAD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,664,373 | 138,467 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,525,262 | 216,019 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $2,618,478 | 231,929 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $2,918,614 | 250,310 | Shares | Sole | 2025-05-30 |