Modern Wealth Management, LLC Options Holdings
Modern Wealth Management, LLC
- $3.78 Billion
- Q2 2025
Summary
- Portfolio
- No. of Stocks 2,162
- Current Value $3.78 Billion
- Prior Value $3.04 Billion
- Filing
- Period Q2 2025
- Filing Date August 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 135 stocks
- Additional Purchases 343 stocks
- Sold out of 0 stocks
- Reduced holdings in 265 stocks