Triad Wealth Partners, LLC's ownership history for IYW

Triad Wealth Partners, LLC currently holds 4.3K shares with a market value of $835.5K. It started holding IYW on 2024-09-30. At its peak, it held 36.1K shares on 2025-06-30. Its highest holding value was $6.3M on 2025-06-30. At its lowest, it held 4.3K shares on 2025-09-30, with a value of $835.5K on 2025-09-30. In the recent 180 days, Triad Wealth Partners, LLC has decreased its shares by 27.8K. In the recent year, Triad Wealth Partners, LLC has decreased its shares by 8.4K.