Modern Wealth Management, LLC

Q3 2024 13F Detailed Holdings

Location
Lenexa, KS
Holdings as of
9/30/2024
Value
$302k
Num holdings
2
Date filed
5/30/2025
Form type
13F-HR/A - NEW HOLDINGS
Counted as
Duplicate: matches the 5/30/2025 filing on 1 of its 1 holding
Prev filing
5/29/2025
Next filing
5/30/2025
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
This filing repeats an earlier filing, see here for that filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
2 Orion Portfolio Solutions, LLC 028-20154