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Financial Institutions shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Institutions by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.0M 195k 25.47
2024-03-31 $3.4M 182k 18.87

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 Financial Institutions

PL Capital Advisors
BlackRock
BlackRock
Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
Geode Capital Management
Courier Capital Corp
LSV Asset Management
Acadian Asset Management
American Century Companies
Renaissance Technologies
Canandaigua National Bank and Trust Company
State Street Corporation
Morgan Stanley

View all funds holding Financial Institutions