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Verizon Communications shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Verizon Communications (VZ) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Verizon Communications

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

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Quarterly reported holdings in Verizon Communications by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 40k 44.91
2024-03-31 $613k 15k 40.40

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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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 Verizon Communications

Vanguard Group
BlackRock
State Street Corporation
Charles Schwab Investment Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Dimensional Fund Advisors
Jpmorgan Chase & Co
Bank of New York Mellon
Invesco
Royal Bank of Canada
Arrowstreet Capital, Limited Partnership
Raymond James & Associates
Goldman Sachs Group

View all funds holding Verizon Communications