Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MODERN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 323 | 1,111,129,009 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-5 YR TIPS ETF | 1 | $106,460,618 | 1,074,492 | 0.01 | 1,074,492 | +Inf | 03-31-2024 | |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $101,353,756 | 229,276 | 0.01 | 229,276 | +Inf | 03-31-2024 | |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $78,111,449 | 149,972 | 0.01 | 149,972 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P 500 GRWT ETF | 4 | $75,228,843 | 888,075 | 0.01 | 888,075 | +Inf | 03-31-2024 |
