Holistic Financial Partners's ownership history for FVD

Holistic Financial Partners currently holds 236.2K shares with a market value of $10.9M. It started holding FVD on 2024-09-30. At its peak, it held 250.7K shares on 2025-09-30. Its highest holding value was $11.6M on 2025-09-30. At its lowest, it held 207.3K shares on 2024-09-30, with a value of $9.4M on 2024-09-30. In the recent 180 days, Holistic Financial Partners has decreased its shares by 9.0K. In the recent year, Holistic Financial Partners has increased its shares by 17.2K.