| |
|
|
| Name: |
Modern Wealth Management LLC |
| City: |
LENEXA |
| State: |
KS |
| Zip: |
66215 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
4 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HR |
Healthcare Realty Trust Inc |
312 |
- |
$24.29 |
$199,000 |
12,926 |
0.02% |
-24,000 |
0 |
0.003 |
REIT - Healthcare Fac... |
|
|
RFI |
Cohen & Steers Total Return... |
316 |
- |
$11.36 |
$127,000 |
10,893 |
0.01% |
-1,000 |
0 |
0.116 |
Closed - End Fund - Debt |
|
|
PHX |
PHX Minerals Inc |
318 |
- |
$1.62 |
$70,000 |
21,000 |
0.01% |
2,000 |
0 |
0 |
Independent Oil & Gas |
|
|
MOND |
Mondee Holdings Ord Shs Cla... |
320 |
- |
$0.00 |
$39,000 |
17,714 |
0% |
-10,000 |
0 |
0 |
N/A |
|
