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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC | SHS | 151 | $660,630 | 7,975 | 0.00 | 7,975 | +Inf | 03-31-2024 | |
| GENERAL ELECTRIC CO | COM NEW | 152 | $656,091 | 4,016 | 0.00 | 4,016 | +Inf | 03-31-2024 | |
| PACER FDS TR | METAURUS CAP 400 | 153 | $655,056 | 18,313 | 0.00 | 18,313 | +Inf | 03-31-2024 | |
| BLACKROCK MUNI INCOME TR II | COM | 154 | $651,334 | 61,331 | 0.00 | 61,331 | +Inf | 03-31-2024 |
