Modern Wealth Management, LLC's ownership history for SMLF

Modern Wealth Management, LLC currently holds 505.7K shares with a market value of $37.9M. It started holding SMLF on 2025-03-31. At its peak, it held 505.7K shares on 2025-12-31. Its highest holding value was $37.9M on 2025-12-31. At its lowest, it held 54.4K shares on 2025-03-31, with a value of $3.4M on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 440.9K.