Modern Wealth Management, LLC

Q3 2024 13F Holdings

Location
Lenexa, KS
Holdings as of
9/30/2024
Value
$1.65B
Value excl. options
$1.64B
Num holdings
442
Date filed
11/5/2024
Form type
13F-HR
Prev filing
5/29/2025
Next filing
5/30/2025
SEC
View on sec.gov
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type