Triad Wealth Partners, LLC's ownership history for CRM

Triad Wealth Partners, LLC currently holds 1.2K shares with a market value of $314.1K. It started holding CRM on 2024-12-31. At its peak, it held 1.7K shares on 2025-03-31. Its highest holding value was $564.7K on 2024-12-31. At its lowest, it held 1.2K shares on 2025-12-31, with a value of $313.7K on 2025-09-30. In the recent 180 days, Triad Wealth Partners, LLC has decreased its shares by 481. In the recent year, Triad Wealth Partners, LLC has decreased its shares by 503.