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Walt Disney Company shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Walt Disney Company

Tip: Access up to 7 years of quarterly data

All positions including Walt Disney Company held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Walt Disney Company by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 14k 105.79

More positions owned by Modern Wealth Management

Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Modern Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Trian Fund Management
State Farm Mutual Automobile Insurance Company
Northern Trust
Bank of America Corporation
Citadel Advisors
Susquehanna International
Royal Bank of Canada
Loomis, Sayles and
Amundi

View all funds holding Walt Disney Company