Modern Wealth Management, LLC

Q4 2023 13F Holdings

Location
Lenexa, KS
Holdings as of
12/31/2023
Value
$791M
Num holdings
184
Date filed
5/28/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
Next filing
5/28/2025
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type