Number of Shares
10,215
Previous 10,227 0.12%
Holding current value
$711 Million
Previous $0 Infinity%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
N/A
-12 Reduced 0.12%
10,215 $711 Million
Q2 2025

Aug 14, 2025

BUY
N/A
10,227 New
10,227 $0
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.