Modern Wealth Management, LLC's ownership history for PFE

Modern Wealth Management, LLC currently holds 48.3K shares with a market value of $1.2M. It started holding PFE on 2024-09-30. At its peak, it held 49.1K shares on 2025-06-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 28.5K shares on 2024-09-30, with a value of $824.0K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 9.9K. In the recent year, Modern Wealth Management, LLC has increased its shares by 19.8K.