Modern Wealth Management, LLC's ownership history for SHV

Modern Wealth Management, LLC currently holds 277.4K shares with a market value of $30.6M. It started holding SHV on 2025-06-30. At its peak, it held 277.4K shares on 2025-12-31. Its highest holding value was $30.6M on 2025-12-31. At its lowest, it held 236.2K shares on 2025-06-30, with a value of $26.1M on 2025-06-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 41.2K.