Concord Wealth Partners's ownership history for SHV

Concord Wealth Partners currently holds 291.8K shares with a market value of $32.1M. It started holding SHV on 2024-09-30. At its peak, it held 291.8K shares on 2025-12-31. Its highest holding value was $32.1M on 2025-12-31. At its lowest, it held 183.8K shares on 2024-09-30, with a value of $20.3M on 2024-09-30. In the recent 180 days, Concord Wealth Partners has increased its shares by 30.4K. In the recent year, Concord Wealth Partners has increased its shares by 29.5K.