Modern Wealth Management, LLC's ownership history for CI

Modern Wealth Management, LLC currently holds 3.4K shares with a market value of $994.2K. It started holding CI on 2024-09-30. At its peak, it held 3.4K shares on 2025-09-30. Its highest holding value was $1.0M on 2025-03-31. At its lowest, it held 930 shares on 2024-09-30, with a value of $322.1K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 318. In the recent year, Modern Wealth Management, LLC has increased its shares by 2.5K.