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 |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 201 | $446,002 | 976 | 0.00 | 976 | +Inf | 03-31-2024 | |
| AMEREN CORP | COM | 202 | $441,345 | 5,932 | 0.00 | 5,932 | +Inf | 03-31-2024 | |
| ISHARES TR | U.S. TECH ETF | 203 | $437,843 | 3,268 | 0.00 | 3,268 | +Inf | 03-31-2024 | |
| US BANCORP DEL | COM NEW | 204 | $437,638 | 10,457 | 0.00 | 10,457 | +Inf | 03-31-2024 |
