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
SEC
View on sec.gov
This filing has been restated,
see here
for the amended filing
Compare Q1 2024 to
2025 Q1
2024 Q4 - RESTATEMENT
2024 Q4 - NEW HOLDINGS
2024 Q4 - NEW HOLDINGS
2024 Q3 - RESTATEMENT
2024 Q3 - NEW HOLDINGS
2024 Q3 - NEW HOLDINGS
2024 Q2 - RESTATEMENT
2024 Q2 - NEW HOLDINGS
2024 Q1 - RESTATEMENT
2024 Q1 - NEW HOLDINGS
2023 Q4 - RESTATEMENT
2023 Q4 - NEW HOLDINGS
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type