Modern Wealth Management, LLC's ownership history for TLT

Modern Wealth Management, LLC currently holds 27.5K shares with a market value of $2.4M. It started holding TLT on 2024-09-30. At its peak, it held 77.0K shares on 2024-12-31. Its highest holding value was $6.9M on 2024-12-31. At its lowest, it held 27.5K shares on 2026-03-31, with a value of $2.4M on 2026-03-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 2.0K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 23.9K.

It has also owned 48 contracts of calls, with the market value of the underlying securities totaling $414.0K on 2026-03-31. At its peak, it held 48 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $414.0K on 2026-03-31. At its lowest, it held 48 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $414.0K on 2026-03-31.