Triad Wealth Partners, LLC Ishares Tr Us Broker Dealers & Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$109.7 - $120.13 $127,910 - $140,071	1,166 New	1,166 $136 Million

Others Institutions Holding IAI

# of Institutions

155

Shares Held

8.64M

Call Options Held

4.7K

Put Options Held

300

Envestnet Asset Management Inc

1.26M
Shares

$181 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$162 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$127 Million
0.07% of portfolio
Janney Montgomery Scott LLC

822K
Shares

$118 Million
0.29% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

803K
Shares

$116 Million
0.04% of portfolio

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.