Modern Wealth Management, LLC's ownership history for CGDV

Modern Wealth Management, LLC currently holds 606.8K shares with a market value of $25.5M. It started holding CGDV on 2024-09-30. At its peak, it held 613.4K shares on 2025-06-30. Its highest holding value was $25.5M on 2025-09-30. At its lowest, it held 83.1K shares on 2024-09-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 64.3K. In the recent year, Modern Wealth Management, LLC has increased its shares by 523.7K.