Modern Wealth Management, LLC's ownership history for BNY

Modern Wealth Management, LLC currently holds 79.6K shares with a market value of $807.5K. It started holding BNY on 2024-09-30. At its peak, it held 79.6K shares on 2025-12-31. Its highest holding value was $807.5K on 2025-12-31. At its lowest, it held 56.9K shares on 2024-09-30, with a value of $611.6K on 2025-03-31. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 10.4K. In the recent year, Modern Wealth Management, LLC has increased its shares by 15.6K.