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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

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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
2024-09-30 $1.2M 13k 96.19
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)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

Top funds holding Walt Disney Company

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Jennison Associates
Citadel Advisors
Susquehanna International
Bank of New York Mellon
Royal Bank of Canada
Nuveen Asset Management
Invesco
Franklin Resources

View all funds holding Walt Disney Company