Modern Wealth Management, LLC's ownership history for SHV

Modern Wealth Management, LLC currently holds 261.5K shares with a market value of $28.9M. It started holding SHV on 2025-06-30. At its peak, it held 261.5K shares on 2025-09-30. Its highest holding value was $28.9M on 2025-09-30. At its lowest, it held 236.2K shares on 2025-06-30, with a value of $26.1M on 2025-06-30.