Modern Wealth Management, LLC's ownership history for IBDR

Modern Wealth Management, LLC currently holds 214.3K shares with a market value of $5.2M. It started holding IBDR on 2024-09-30. At its peak, it held 214.3K shares on 2025-12-31. Its highest holding value was $5.2M on 2025-12-31. At its lowest, it held 27.2K shares on 2024-09-30, with a value of $662.0K on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has increased its shares by 48.6K. In the recent year, Modern Wealth Management, LLC has increased its shares by 112.1K.