Modern Wealth Management, LLC
CIK
0002001900
City
LENEXA
State / Country
KS
Holdings in NFJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,299,685 | 100,829 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,667,127 | 128,142 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,598,037 | 128,874 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $1,514,223 | 119,891 | Shares | Sole | 2025-05-30 |