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Modern Wealth Management, LLC

SEC CIK
0002001900
Latest filing
Aug 13, 2026

UTF holding history

Cohen & Steers Infrastructure Fund Inc in every 13F filed by Modern Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTF overviewAll 13F holders of UTFFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of UTF by Modern Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−12,495−100.0%Sold outHolders
Q3 202512,495$309.9K<0.1%+12,495NewHolders