Modern Wealth Management, LLC's ownership history for ITOT

Modern Wealth Management, LLC currently holds 138.9K shares with a market value of $20.2M. It started holding ITOT on 2024-09-30. At its peak, it held 138.9K shares on 2025-09-30. Its highest holding value was $20.2M on 2025-09-30. At its lowest, it held 30.9K shares on 2024-09-30, with a value of $3.9M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 21.8K. In the recent year, Modern Wealth Management, LLC has increased its shares by 108.0K.