Triad Wealth Partners, LLC's ownership history for IWR

Triad Wealth Partners, LLC currently holds 7.9K shares with a market value of $764.3K. 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 6.7K shares on 2025-06-30, with a value of $616.4K on 2025-06-30. In the recent 180 days, Triad Wealth Partners, LLC has increased its shares by 1.2K.