Concord Wealth Partners's ownership history for AEP

Concord Wealth Partners currently holds 2.1K shares with a market value of $238.7K. It started holding AEP on 2024-09-30. At its peak, it held 3.2K shares on 2025-06-30. Its highest holding value was $333.3K on 2025-06-30. At its lowest, it held 813 shares on 2025-09-30, with a value of $91.5K on 2025-09-30. In the recent 180 days, Concord Wealth Partners has decreased its shares by 1.1K. In the recent year, Concord Wealth Partners has increased its shares by 883.