Essex Financial Services, Inc.'s ownership history for FUND

Essex Financial Services, Inc. currently holds 218.6K shares with a market value of $2.1M. It started holding FUND on 2024-09-30. At its peak, it held 237.1K shares on 2024-09-30. Its highest holding value was $2.1M on 2026-03-31. At its lowest, it held 217.6K shares on 2025-12-31, with a value of $1.6M on 2025-06-30. In the recent 180 days, Essex Financial Services, Inc. has increased its shares by 139. In the recent year, Essex Financial Services, Inc. has decreased its shares by 4.3K.