Concord Wealth Partners's ownership history for WTMF

Concord Wealth Partners currently holds 466 shares with a market value of $17.7K. It started holding WTMF on 2024-09-30. At its peak, it held 1.4K shares on 2024-12-31. Its highest holding value was $48.8K on 2024-12-31. At its lowest, it held 466 shares on 2025-09-30, with a value of $17.7K on 2025-09-30. In the recent 180 days, Concord Wealth Partners has decreased its shares by 777. In the recent year, Concord Wealth Partners has decreased its shares by 311.