Modern Wealth Management, LLC's ownership history for CALF

Modern Wealth Management, LLC currently holds 413.1K shares with a market value of $18.1M. It started holding CALF on 2024-09-30. At its peak, it held 470.6K shares on 2025-06-30. Its highest holding value was $18.7M on 2025-06-30. At its lowest, it held 369.2K shares on 2024-09-30, with a value of $17.0M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 40.5K. In the recent year, Modern Wealth Management, LLC has increased its shares by 43.8K.