Modern Wealth Management, LLC's ownership history for IBDS

Modern Wealth Management, LLC currently holds 183.2K shares with a market value of $4.5M. It started holding IBDS on 2024-12-31. At its peak, it held 183.2K shares on 2025-09-30. Its highest holding value was $4.5M on 2025-09-30. At its lowest, it held 102.4K shares on 2024-12-31, with a value of $2.5M on 2024-12-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 59.6K.