Triad Wealth Partners, LLC SERIES PORTFOLIOS TR Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
7,584
Previous 8,057 5.87%
Holding current value
$203 Million
Previous $214 Million 5.26%
% of portfolio
0.04%
Previous 0.07%

Shares

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

Jul 21, 2025
SELL
N/A
-473 Reduced 5.87%
7,584 $203 Million
Q1 2025

May 14, 2025
BUY
N/A
8,057 New
8,057 $214 Million
Q2 2024

Jul 18, 2024
BUY
N/A
945 New
945 $25.5 Million
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