Modern Wealth Management, LLC
Holdings in PECO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,742,212 | 105,207 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,819,590 | 111,261 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $4,066,597 | 116,089 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $4,398,852 | 117,428 | Shares | Sole | 2025-05-30 |
| 2023-12-31 | $3,125,241 | 85,670 | Shares | Sole | 2025-05-28 |