Concord Wealth Partners's ownership history for SHV

Concord Wealth Partners currently holds 9.4K shares with a market value of $1.0M. It started holding SHV on 2024-09-30. At its peak, it held 291.8K shares on 2025-12-31. Its highest holding value was $32.1M on 2025-12-31. At its lowest, it held 9.4K shares on 2026-03-31, with a value of $1.0M on 2026-03-31. In the recent 180 days, Concord Wealth Partners has decreased its shares by 272.2K. In the recent year, Concord Wealth Partners has decreased its shares by 239.1K.