Triad Wealth Partners, LLC's ownership history for SRE

Triad Wealth Partners, LLC currently holds 2.4K shares with a market value of $209.6K. It started holding SRE on 2024-12-31. At its peak, it held 2.4K shares on 2025-12-31. Its highest holding value was $209.6K on 2025-12-31. At its lowest, it held 2.3K shares on 2024-12-31, with a value of $201.3K on 2024-12-31.