Modern Wealth Management, LLC

Q4 2024 13F Holdings

Location
Lenexa, KS
Holdings as of
12/31/2024
Value ($000)
$2,508,172
Num holdings
547
Date filed
5/29/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
5/30/2025
Next filing
5/15/2025
SEC
View on sec.gov
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type