Modern Wealth Management, LLC's ownership history for MOAT


Modern Wealth Management, LLC currently holds 51.6K shares with a market value of $5.1M. It started holding MOAT on 2024-09-30. At its peak, it held 56.6K shares on 2024-09-30. Its highest holding value was $5.5M on 2024-09-30. At its lowest, it held 51.6K shares on 2025-09-30, with a value of $4.8M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 2.6K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 5.1K.


Modern Wealth Management, LLC's ownership history for MOAT