Modern Wealth Management, LLC
Holdings in RVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,107,267 | 503,557 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $8,207,089 | 508,809 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $7,736,437 | 514,049 | Shares | Sole | 2025-11-12 |
| 2024-12-31 | $8,498,172 | 537,859 | Shares | Sole | 2025-05-30 |