Modern Wealth Management, LLC
Q4 2024 13F Holdings
Location
Lenexa, KS
Holdings as of
12/31/2024
Value ($000)
$2,857,427
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
Compare Q4 2024 to
2025 Q1 - RESTATEMENT
2025 Q1 - NEW HOLDINGS
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