Triad Wealth Partners, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 77,100 shares of IBMM stock, worth $2.01 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
77,100
Previous 38,550 100.0%
Holding current value
$2.01 Million
Previous $1 Billion 100.42%
% of portfolio
1.07%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$25.97 - $26.11 $1 Million - $1.01 Million
38,550 Added 100.0%
77,100 $2.01 Billion
Q2 2024

Jul 18, 2024
BUY
$25.91 - $26.05 $998,830 - $1 Million
38,550 New
38,550 $1 Billion

Others Institutions Holding IBMM

# of Institutions
174
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

IBMM Quotes by TradingView
  • Ticker IBMM
  • Sector ETFs
  • Industry ETFs
More about IBMM
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email