Modern Wealth Management, LLC's ownership history for HFSI

Modern Wealth Management, LLC currently holds 706.0K shares with a market value of $24.6M. It started holding HFSI on 2025-03-31. At its peak, it held 706.0K shares on 2026-03-31. Its highest holding value was $24.6M on 2026-03-31. At its lowest, it held 235.3K shares on 2025-03-31, with a value of $8.1M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 187.8K. In the recent year, Modern Wealth Management, LLC has increased its shares by 470.7K.