Triad Wealth Partners, LLC's ownership history for XLF

Triad Wealth Partners, LLC currently holds 5.8K shares with a market value of $320.4K. It started holding XLF on 2025-09-30. At its peak, it held 9.6K shares on 2025-09-30. Its highest holding value was $515.0K on 2025-09-30. At its lowest, it held 5.8K shares on 2025-12-31, with a value of $320.4K on 2025-12-31.