Strategic Wealth Partners, Ltd.'s ownership history for IEF

Strategic Wealth Partners, Ltd. currently holds 14.7K shares with a market value of $1.4M. It started holding IEF on 2024-06-30. At its peak, it held 14.7K shares on 2026-03-31. Its highest holding value was $1.4M on 2026-03-31. At its lowest, it held 6.0K shares on 2024-06-30, with a value of $566.2K on 2024-06-30. In the recent 180 days, Strategic Wealth Partners, Ltd. has increased its shares by 2.7K. In the recent year, Strategic Wealth Partners, Ltd. has increased its shares by 3.3K.

It has also owned 746 contracts of calls, with the market value of the underlying securities totaling $27.0K on 2024-09-30. At its peak, it held 746 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $27.0K on 2024-09-30. At its lowest, it held 746 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $27.0K on 2024-09-30.