Concord Wealth Partners's ownership history for DFIV

Concord Wealth Partners currently holds 3.2K shares with a market value of $149.4K. It started holding DFIV on 2025-03-31. At its peak, it held 3.2K shares on 2025-09-30. Its highest holding value was $149.4K on 2025-09-30. At its lowest, it held 2.5K shares on 2025-03-31, with a value of $99.0K on 2025-03-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 723.