Modern Wealth Management, LLC

Q4 2024 13F Holdings

Location
Lenexa, KS
Holdings as of
12/31/2024
Value
$2.86B
Value excl. options
$2.86B
Num holdings
606
Date filed
2/11/2025
Form type
13F-HR
Prev filing
5/30/2025
Next filing
6/2/2025
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