Modern Wealth Management, LLC
Holdings in WIT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $622,195 | 219,083 | Shares | Other | 2026-02-17 |
| 2025-09-30 | $566,404 | 215,363 | Shares | Other | 2025-11-12 |
| 2025-06-30 | $681,878 | 225,788 | Shares | Other | 2025-11-12 |