Modern Wealth Management, LLC's ownership history for BSJR

Modern Wealth Management, LLC currently holds 239.1K shares with a market value of $5.4M. It started holding BSJR on 2025-06-30. At its peak, it held 239.1K shares on 2025-09-30. Its highest holding value was $5.4M on 2025-09-30. At its lowest, it held 223.3K shares on 2025-06-30, with a value of $5.1M on 2025-06-30.