Concord Wealth Partners's ownership history for DFAX


Concord Wealth Partners currently holds 176.5K shares with a market value of $6.0M. It started holding DFAX on 2024-09-30. At its peak, it held 176.5K shares on 2026-03-31. Its highest holding value was $6.0M on 2026-03-31. At its lowest, it held 132.6K shares on 2025-03-31, with a value of $3.4M on 2024-12-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 26.9K. In the recent year, Concord Wealth Partners has increased its shares by 43.9K.


Concord Wealth Partners's ownership history for DFAX