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 |
|---|---|---|---|---|---|---|---|---|---|
| LOCKHEED MARTIN CORP | COM | 251 | $318,242 | 679 | 0.00 | 679 | +Inf | 03-31-2024 | |
| FORD MTR CO DEL | COM | 252 | $315,521 | 26,315 | 0.00 | 26,315 | +Inf | 03-31-2024 | |
| INTUITIVE SURGICAL INC | COM NEW | 253 | $312,067 | 807 | 0.00 | 807 | +Inf | 03-31-2024 | |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | 254 | $307,148 | 12,450 | 0.00 | 12,450 | +Inf | 03-31-2024 |
