Trace Wealth Advisors, LLC's ownership history for DFIV


Trace Wealth Advisors, LLC currently holds 44.4K shares with a market value of $2.2M. It started holding DFIV on 2024-12-31. At its peak, it held 44.4K shares on 2025-03-31. Its highest holding value was $2.2M on 2025-12-31. At its lowest, it held 43.3K shares on 2024-12-31, with a value of $1.5M on 2024-12-31. In the recent 180 days, Trace Wealth Advisors, LLC has increased its shares by 0. In the recent year, Trace Wealth Advisors, LLC has increased its shares by 1.1K.


Trace Wealth Advisors, LLC's ownership history for DFIV