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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | COM | 51 | $2,915,424 | 5,685 | 0.00 | 5,685 | +Inf | 03-31-2024 | |
| THERMO FISHER SCIENTIFIC INC | COM | 52 | $2,909,727 | 4,907 | 0.00 | 4,907 | +Inf | 03-31-2024 | |
| ISHARES TR | US TREAS BD ETF | 53 | $2,854,834 | 127,790 | 0.00 | 127,790 | +Inf | 03-31-2024 | |
| PHILLIPS EDISON & CO INC | COMMON STOCK | 54 | $2,818,199 | 85,686 | 0.00 | 85,686 | +Inf | 03-31-2024 |
