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 |
|---|---|---|---|---|---|---|---|---|---|
| EXTRA SPACE STORAGE INC | COM | 101 | $1,500,618 | 10,231 | 0.00 | 10,231 | +Inf | 03-31-2024 | |
| DEERE & CO | COM | 102 | $1,493,306 | 3,661 | 0.00 | 3,661 | +Inf | 03-31-2024 | |
| ISHARES U S ETF TR | BLACKROCK SHORT | 103 | $1,488,656 | 29,755 | 0.00 | 29,755 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | MID CAP ETF | 104 | $1,455,324 | 5,922 | 0.00 | 5,922 | +Inf | 03-31-2024 |
