Modern Wealth Management, LLC's ownership history for IBMO

Modern Wealth Management, LLC currently holds 45.7K shares with a market value of $1.2M. It started holding IBMO on 2024-09-30. At its peak, it held 45.7K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 25.2K shares on 2024-09-30, with a value of $647.4K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 7.7K. In the recent year, Modern Wealth Management, LLC has increased its shares by 20.5K.