Trace Wealth Advisors, LLC's ownership history for DVY

Trace Wealth Advisors, LLC currently holds 5.8K shares with a market value of $824.7K. It started holding DVY on 2024-12-31. At its peak, it held 6.1K shares on 2024-12-31. Its highest holding value was $824.7K on 2025-09-30. At its lowest, it held 5.8K shares on 2025-06-30, with a value of $770.8K on 2025-06-30. In the recent 180 days, Trace Wealth Advisors, LLC has decreased its shares by 320.