Modern Wealth Management, LLC
CIK
0002001900
City
LENEXA
State / Country
KS
Holdings in NEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,327,634 | 114,156 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,425,640 | 125,166 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,366,812 | 125,166 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $1,585,223 | 140,534 | Shares | Sole | 2025-05-30 |