Modern Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lenexa, KS
CIK
0002001900
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 184 747,100 STIP, QQQ, IVW, SPY 13F-HR 2/13/2024 000200190024000002