Modern Wealth Management, LLC's ownership history for DE

Modern Wealth Management, LLC currently holds 3.7K shares with a market value of $1.7M. It started holding DE on 2024-09-30. At its peak, it held 3.9K shares on 2025-06-30. Its highest holding value was $2.0M on 2025-06-30. At its lowest, it held 3.6K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 6. In the recent year, Modern Wealth Management, LLC has increased its shares by 132.