Modern Wealth Management, LLC's ownership history for IBDR

Modern Wealth Management, LLC currently holds 183.7K shares with a market value of $4.5M. It started holding IBDR on 2024-09-30. At its peak, it held 183.7K shares on 2025-09-30. Its highest holding value was $4.5M on 2025-09-30. At its lowest, it held 27.2K shares on 2024-09-30, with a value of $662.0K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 60.3K. In the recent year, Modern Wealth Management, LLC has increased its shares by 156.4K.