Modern Wealth Management, LLC's ownership history for SMLF

Modern Wealth Management, LLC currently holds 734.0K shares with a market value of $55.8M. It started holding SMLF on 2025-03-31. At its peak, it held 734.0K shares on 2026-03-31. Its highest holding value was $55.8M on 2026-03-31. 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 373.4K. In the recent year, Modern Wealth Management, LLC has increased its shares by 679.5K.