Modern Wealth Management, LLC's ownership history for SMLF

Modern Wealth Management, LLC currently holds 360.5K shares with a market value of $26.8M. It started holding SMLF on 2025-03-31. At its peak, it held 360.5K shares on 2025-09-30. Its highest holding value was $26.8M on 2025-09-30. At its lowest, it held 54.4K shares on 2025-03-31, with a value of $3.4M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 306.1K.