Modern Wealth Management, LLC's ownership history for IVE

Modern Wealth Management, LLC currently holds 256.5K shares with a market value of $54.4M. It started holding IVE on 2024-09-30. At its peak, it held 256.5K shares on 2025-12-31. Its highest holding value was $54.4M on 2025-12-31. At its lowest, it held 8.0K 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 36.0K. In the recent year, Modern Wealth Management, LLC has increased its shares by 238.4K.