Modern Wealth Management, LLC's ownership history for USMV

Modern Wealth Management, LLC currently holds 212.5K shares with a market value of $20.2M. It started holding USMV on 2024-09-30. At its peak, it held 212.5K shares on 2025-09-30. Its highest holding value was $20.2M on 2025-09-30. At its lowest, it held 58.0K shares on 2024-09-30, with a value of $5.3M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 152.2K. In the recent year, Modern Wealth Management, LLC has increased its shares by 154.5K.