Modern Wealth Management, LLC's ownership history for CALF

Modern Wealth Management, LLC currently holds 27.8K shares with a market value of $1.2M. 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 27.8K shares on 2026-03-31, with a value of $1.2M on 2026-03-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 385.3K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 425.8K.