Triad Wealth Partners, LLC's ownership history for IWR

Triad Wealth Partners, LLC currently holds 6.6K shares with a market value of $644.4K. It started holding IWR on 2025-06-30. At its peak, it held 7.9K shares on 2025-12-31. Its highest holding value was $764.3K on 2025-12-31. At its lowest, it held 6.6K shares on 2026-03-31, with a value of $616.4K on 2025-06-30. In the recent 180 days, Triad Wealth Partners, LLC has decreased its shares by 197.