Holistic Financial Partners's ownership history for TDIV

Holistic Financial Partners currently holds 15.0K shares with a market value of $1.4M. It started holding TDIV on 2024-12-31. At its peak, it held 15.2K shares on 2025-06-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 2.7K shares on 2024-12-31, with a value of $211.7K on 2024-12-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 199. In the recent year, Holistic Financial Partners has increased its shares by 12.3K.