Modern Wealth Management, LLC's ownership history for IWV

Modern Wealth Management, LLC currently holds 2.4K shares with a market value of $907.2K. It started holding IWV on 2024-09-30. At its peak, it held 2.4K shares on 2025-09-30. Its highest holding value was $907.2K on 2025-09-30. At its lowest, it held 614 shares on 2024-09-30, with a value of $200.5K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 64. In the recent year, Modern Wealth Management, LLC has increased its shares by 1.8K.