Modern Wealth Management, LLC's ownership history for CVIE

Modern Wealth Management, LLC currently holds 31.8K shares with a market value of $2.2M. It started holding CVIE on 2025-06-30. At its peak, it held 31.8K shares on 2025-09-30. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 30.3K shares on 2025-06-30, with a value of $2.0M on 2025-06-30.