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Modiv Inc Cl C shares owned by Iron Horse Wealth Management

Quarter-by-quarter ownership of Modiv Inc Cl C (MDV) shares owned by Iron Horse Wealth Management from 13F filings

Historical chart of Iron Horse Wealth Management investment in Modiv Inc Cl C

Tip: Access up to 7 years of quarterly data

All positions including Modiv Inc Cl C held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Modiv Inc Cl C by Iron Horse Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $850 51 16.67
2023-12-31 $680 46 14.80
2023-09-30 $583 35 16.69

More positions owned by Iron Horse Wealth Management

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Global X Fds Us Pfd Etf (PFFD)

View all positions for Iron Horse Wealth Management

Top funds holding Modiv Inc Cl C

Vanguard Group
Perritt Capital Management
Jane Street
Advisor Group Holdings
NISA Investment Advisors
UBS Group
AJOVista
Jpmorgan Chase & Co
Team Financial Group
Royal Bank of Canada
Iron Horse Wealth Management
Wells Fargo & Company
Gradient Investments
Bank of America Corporation

View all funds holding Modiv Inc Cl C