Modern Wealth Management, LLC's ownership history for DTE

Modern Wealth Management, LLC currently holds 13.2K shares with a market value of $1.7M. It started holding DTE on 2024-09-30. At its peak, it held 13.4K shares on 2025-09-30. Its highest holding value was $1.9M on 2025-09-30. At its lowest, it held 12.8K shares on 2025-03-31, with a value of $1.6M on 2024-12-31. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 124. In the recent year, Modern Wealth Management, LLC has increased its shares by 213.