Rzv guggenheim s&p smallcap 600 pureval etf shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Rzv guggenheim s&p smallcap 600 pureval etf (RZV) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Rzv guggenheim s&p smallcap 600 pureval etf
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Quarterly reported holdings in Rzv guggenheim s&p smallcap 600 pureval etf by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30k | 276 | 107.51 |
| 2023-12-31 | $30k | 276 | 107.28 |
| 2023-09-30 | $25k | 276 | 91.09 |
| 2023-06-30 | $26k | 276 | 93.53 |
| 2023-03-31 | $25k | 276 | 90.68 |
| 2022-12-31 | $24k | 276 | 88.38 |
| 2022-06-30 | $23k | 276 | 83.33 |
| 2022-03-31 | $27k | 276 | 97.83 |
| 2021-12-31 | $27k | 276 | 97.83 |
| 2021-09-30 | $26k | 276 | 94.20 |
| 2021-06-30 | $26k | 276 | 94.20 |
| 2021-03-31 | $24k | 276 | 86.96 |
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