Strategic Wealth Partners, Ltd.'s ownership history for IEF

Strategic Wealth Partners, Ltd. currently holds 12.0K shares with a market value of $1.2M. It started holding IEF on 2024-06-30. At its peak, it held 12.0K shares on 2025-09-30. Its highest holding value was $1.2M on 2025-09-30. At its lowest, it held 6.0K shares on 2024-06-30, with a value of $566.2K on 2024-06-30. In the recent 180 days, Strategic Wealth Partners, Ltd. has increased its shares by 566. In the recent year, Strategic Wealth Partners, Ltd. has increased its shares by 5.9K.

It has also owned 746 contracts of calls, with the market value of the underlying securities totaling $27.0K on 2024-09-30. At its peak, it held 746 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $27.0K on 2024-09-30. At its lowest, it held 746 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $27.0K on 2024-09-30.