Modern Wealth Management, LLC's ownership history for FNDX

Modern Wealth Management, LLC currently holds 53.5K shares with a market value of $1.4M. It started holding FNDX on 2025-03-31. At its peak, it held 53.5K shares on 2025-09-30. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 46.6K shares on 2025-03-31, with a value of $1.1M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 6.9K.