Triad Wealth Partners, LLC's ownership history for SPY

Triad Wealth Partners, LLC currently holds 13.0K shares with a market value of $8.8M. It started holding SPY on 2025-03-31. At its peak, it held 13.0K shares on 2025-12-31. Its highest holding value was $8.8M on 2025-12-31. At its lowest, it held 484 shares on 2025-03-31, with a value of $270.5K on 2025-03-31. In the recent 180 days, Triad Wealth Partners, LLC has increased its shares by 12.2K.