Triad Wealth Partners, LLC's ownership history for DFSV


Triad Wealth Partners, LLC currently holds 44.6K shares with a market value of $1.5M. It started holding DFSV on 2025-03-31. At its peak, it held 44.6K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 20.1K shares on 2025-03-31, with a value of $564.5K on 2025-03-31. In the recent 180 days, Triad Wealth Partners, LLC has increased its shares by 4.9K.


Triad Wealth Partners, LLC's ownership history for DFSV