Modern Wealth Management, LLC's ownership history for HFSI

Modern Wealth Management, LLC currently holds 630.5K shares with a market value of $22.4M. It started holding HFSI on 2025-03-31. At its peak, it held 630.5K shares on 2025-12-31. Its highest holding value was $22.4M on 2025-12-31. At its lowest, it held 235.3K shares on 2025-03-31, with a value of $8.1M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 295.8K.