Concord Wealth Partners's ownership history for ITOT

Concord Wealth Partners currently holds 300 shares with a market value of $49.3K. It started holding ITOT on 2024-09-30. At its peak, it held 300 shares on 2026-06-30. Its highest holding value was $49.3K on 2026-06-30. At its lowest, it held 246 shares on 2025-09-30, with a value of $30.2K on 2025-03-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 54. In the recent year, Concord Wealth Partners has increased its shares by 52.