Modern Wealth Management, LLC's ownership history for SPTM

Modern Wealth Management, LLC currently holds 1.4M shares with a market value of $119.1M. It started holding SPTM on 2024-09-30. At its peak, it held 1.7M shares on 2025-03-31. Its highest holding value was $123.6M on 2024-12-31. At its lowest, it held 861.2K shares on 2024-09-30, with a value of $60.3M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 154.9K. In the recent year, Modern Wealth Management, LLC has decreased its shares by 233.8K.