Modern Wealth Management, LLC's ownership history for SGOV

Modern Wealth Management, LLC currently holds 7.0K shares with a market value of $700.3K. It started holding SGOV on 2024-12-31. At its peak, it held 7.0K shares on 2025-09-30. Its highest holding value was $700.3K on 2025-09-30. At its lowest, it held 3.6K shares on 2025-06-30, with a value of $364.2K on 2025-06-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 1.3K.