Modern Wealth Management, LLC's ownership history for FNDX

Modern Wealth Management, LLC currently holds 60.4K shares with a market value of $1.7M. It started holding FNDX on 2025-03-31. At its peak, it held 60.4K shares on 2026-03-31. Its highest holding value was $1.7M on 2026-03-31. 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. In the recent year, Modern Wealth Management, LLC has increased its shares by 13.9K.