Triad Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 131,901 shares of IJH stock, worth $8.04 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
131,901
Previous 110,703
19.15%
Holding current value
$8.04 Million
Previous $6.72 Billion
14.79%
% of portfolio
4.05%
Previous 5.16%
Shares
2 transactions
Others Institutions Holding IJH
# of Institutions
2,338Shares Held
991MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.93 Billion6.08% of portfolio
-
Bank Of America Corp Charlotte, NC64.7MShares$3.95 Billion0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA49MShares$2.99 Billion0.73% of portfolio
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Lpl Financial LLC Fort Mill, SC38.5MShares$2.35 Billion1.28% of portfolio
-
Jpmorgan Chase & CO New York, NY38MShares$2.32 Billion0.21% of portfolio