Triad Wealth Partners, LLC's ownership history for IVW

Triad Wealth Partners, LLC currently holds 270.1K shares with a market value of $33.3M. It started holding IVW on 2024-09-30. At its peak, it held 270.1K shares on 2025-12-31. Its highest holding value was $33.3M on 2025-12-31. At its lowest, it held 62.2K shares on 2024-09-30, with a value of $6.0M on 2024-09-30. In the recent 180 days, Triad Wealth Partners, LLC has increased its shares by 95.7K. In the recent year, Triad Wealth Partners, LLC has increased its shares by 115.3K.