Modern Wealth Management, LLC's ownership history for EFV

Modern Wealth Management, LLC currently holds 131.9K shares with a market value of $9.4M. It started holding EFV on 2024-09-30. At its peak, it held 131.9K shares on 2025-12-31. Its highest holding value was $9.4M on 2025-12-31. At its lowest, it held 28.7K shares on 2024-09-30, with a value of $1.6M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 23.9K. In the recent year, Modern Wealth Management, LLC has increased its shares by 48.5K.