Triad Wealth Partners, LLC's ownership history for IWM

Triad Wealth Partners, LLC currently holds 2.2K shares with a market value of $541.5K. It started holding IWM on 2025-06-30. At its peak, it held 2.2K shares on 2025-12-31. Its highest holding value was $541.5K on 2025-12-31. At its lowest, it held 1.5K shares on 2025-06-30, with a value of $325.2K on 2025-06-30. In the recent 180 days, Triad Wealth Partners, LLC has increased its shares by 693.