Triad Wealth Partners, LLC BLACKROCK ETF TRUST Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
36,298
Previous 16,954 114.1%
Holding current value
$1.09 Billion
Previous $488 Million 123.92%
% of portfolio
0.22%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
19,344 Added 114.1%
36,298 $1.09 Billion
Q1 2025

May 14, 2025
BUY
N/A
7,418 Added 77.79%
16,954 $488 Million
Q4 2024

Feb 06, 2025
BUY
N/A
9,536 New
9,536 $288 Million
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