Modern Wealth Management, LLC's ownership history for USMF

Modern Wealth Management, LLC currently holds 14.1K shares with a market value of $700.6K. It started holding USMF on 2025-03-31. At its peak, it held 14.7K shares on 2025-03-31. Its highest holding value was $734.8K on 2025-09-30. At its lowest, it held 14.0K shares on 2025-06-30, with a value of $700.6K on 2026-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 86. In the recent year, Modern Wealth Management, LLC has decreased its shares by 556.