Triad Wealth Partners, LLC NORTHERN LTS FD TR IV Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
8,563
Previous 6,929 23.58%
Holding current value
$311 Million
Previous $221 Million 40.43%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 21, 2025
BUY
N/A
1,634 Added 23.58%
8,563 $311 Million
Q1 2025

May 14, 2025
BUY
N/A
6,929 New
6,929 $221 Million
Q2 2024

Jul 18, 2024
BUY
N/A
1,983 New
1,983 $61.8 Million
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