Concord Wealth Partners's ownership history for DFIV

Concord Wealth Partners currently holds 5.8K shares with a market value of $307.1K. It started holding DFIV on 2025-03-31. At its peak, it held 5.8K shares on 2026-03-31. Its highest holding value was $307.1K on 2026-03-31. At its lowest, it held 2.5K shares on 2025-03-31, with a value of $99.0K on 2025-03-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 2.6K. In the recent year, Concord Wealth Partners has increased its shares by 3.3K.