Modern Wealth Management, LLC

Q3 2024 13F Holdings

Location
Lenexa, KS
Holdings as of
9/30/2024
Value ($000)
$1,631,713
Num holdings
437
Date filed
5/30/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
5/29/2025
Next filing
5/30/2025
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