Triad Wealth Partners, LLC Purchases and Sells in Q3 2024

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	61.6K + 9950.89%	$84.77 - $97.13 $5.22M - $5.98M	62.2K $5.96B
JCPB	104K + 64.64%	$45.87 - $48.53 $4.78M - $5.05M	265K $12.8B
MBB	50K + 217517.39%	$90.85 - $96.66 $4.55M - $4.84M	50.1K $4.8B
QUAL	25.6K + 1530.47%	$162.64 - $179.3 $4.17M - $4.59M	27.3K $4.89B
IVE	20.4K + 510175.0%	$181.06 - $197.17 $3.69M - $4.02M	20.4K $4.02B
EFV	56.5K + 16046.88%	$51.72 - $57.96 $2.92M - $3.27M	56.8K $3.27B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	99.9K New	$44.83 - $47.42 $4.48M - $4.74M	99.9K $4.71B
EMXC	34.2K New	$56.04 - $62.99 $1.92M - $2.16M	34.2K $2.09B
IGEB	30.6K New	$43.99 - $46.63 $1.34M - $1.43M	30.6K $1.42B
TDSC	31.8K New	$23.52 - $25.43 $748K - $809K	31.8K $809M
EXCHANGE LISTED FDS TR	28.7K New	N/A	28.7K $612M
SPTI	15.8K New	$27.8 - $29.26 $441K - $464K	15.8K $461M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	-74.7K - 30.62%	$71.45 - $75.64 $5.33M - $5.65M	169K $12.7B
DGRW	-37.2K - 27.45%	$75.88 - $83.21 $2.82M - $3.1M	98.3K $8.18B
IJH	-35.1K - 26.59%	$57.32 - $62.65 $2.01M - $2.2M	96.8K $6.03B
IQLT	-42.9K - 27.8%	$37.37 - $41.82 $1.6M - $1.79M	111K $4.62B
VIGI	-21.2K - 27.64%	$80.13 - $88.89 $1.7M - $1.88M	55.4K $4.89B
SKOR	-28.6K - 28.52%	$47.19 - $49.21 $1.35M - $1.41M	71.7K $3.52B

Activity Summary All Purchases 34 New Holdings 7 Increased Positions 27 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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