Modern Wealth Management, LLC's ownership history for MSFT

Modern Wealth Management, LLC currently holds 226.5K shares with a market value of $83.7M. It started holding MSFT on 2024-09-30. At its peak, it held 226.5K shares on 2026-03-31. Its highest holding value was $103.6M on 2025-09-30. At its lowest, it held 33.8K shares on 2024-09-30, with a value of $14.6M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 26.5K. In the recent year, Modern Wealth Management, LLC has increased its shares by 108.2K.

It has also owned 17 contracts of puts, with the market value of the underlying securities totaling $627.9K on 2026-03-31. At its peak, it held 17 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $627.9K on 2026-03-31. At its lowest, it held 17 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $627.9K on 2026-03-31.