Modern Wealth Management, LLC's ownership history for CVIE

Modern Wealth Management, LLC currently holds 60.7K shares with a market value of $4.5M. It started holding CVIE on 2025-06-30. At its peak, it held 60.7K shares on 2026-03-31. Its highest holding value was $4.5M on 2026-03-31. At its lowest, it held 30.3K shares on 2025-06-30, with a value of $2.0M on 2025-06-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 28.9K.