Modern Wealth Management, LLC
CIK
0002001900
City
LENEXA
State / Country
KS
Holdings in RFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $127,439 | 11,533 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $139,549 | 11,533 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $139,087 | 11,533 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $133,552 | 11,533 | Shares | Sole | 2025-05-30 |
| 2023-12-31 | $127,992 | 10,893 | Shares | Sole | 2025-05-28 |