Modern Wealth Management, LLC's ownership history for DFIV

Modern Wealth Management, LLC currently holds 15.6K shares with a market value of $780.3K. It started holding DFIV on 2025-06-30. At its peak, it held 17.5K shares on 2025-09-30. Its highest holding value was $809.0K on 2025-09-30. At its lowest, it held 15.6K shares on 2025-12-31, with a value of $744.7K on 2025-06-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 1.8K.