Triad Wealth Partners, LLC's ownership history for BUFD

Triad Wealth Partners, LLC currently holds 19.0K shares with a market value of $523.9K. It started holding BUFD on 2025-03-31. At its peak, it held 24.5K shares on 2025-06-30. Its highest holding value was $651.3K on 2025-06-30. At its lowest, it held 9.8K shares on 2025-03-31, with a value of $244.8K on 2025-03-31. In the recent 180 days, Triad Wealth Partners, LLC has increased its shares by 9.1K.