Modern Wealth Management, LLC

Q1 2024 13F Holdings

Location
Lenexa, KS
Holdings as of
3/31/2024
Value ($000)
$1,111,129
Num holdings
323
Date filed
5/13/2024
Form type
13F-HR
Prev filing
5/28/2025
Next filing
5/29/2025
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type