Modern Wealth Management, LLC
CIK
0002001900
City
LENEXA
State / Country
KS
Holdings in NRO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $67,573 | 22,228 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $71,796 | 22,228 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $71,574 | 22,228 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $75,295 | 22,228 | Shares | Sole | 2025-05-30 |