Modern Wealth Management, LLC's ownership history for NFJ


Modern Wealth Management, LLC currently holds 128.1K shares with a market value of $1.7M. It started holding NFJ on 2024-09-30. At its peak, it held 128.9K shares on 2025-06-30. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 114.2K shares on 2024-09-30, with a value of $1.5M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 6.2K. In the recent year, Modern Wealth Management, LLC has increased its shares by 13.9K.


Modern Wealth Management, LLC's ownership history for NFJ