Triad Wealth Partners, LLC's ownership history for PFEB

Triad Wealth Partners, LLC currently holds 10.6K shares with a market value of $431.2K. It started holding PFEB on 2024-09-30. At its peak, it held 14.7K shares on 2025-03-31. Its highest holding value was $538.6K on 2025-06-30. At its lowest, it held 9.7K shares on 2025-09-30, with a value of $385.3K on 2025-09-30. In the recent 180 days, Triad Wealth Partners, LLC has decreased its shares by 3.6K. In the recent year, Triad Wealth Partners, LLC has decreased its shares by 1.4K.