Modern Wealth Management, LLC's ownership history for CGDV

Modern Wealth Management, LLC currently holds 455.9K shares with a market value of $19.5M. 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 $26.7M on 2025-12-31. 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 decreased its shares by 150.8K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 86.5K.