Triad Wealth Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 16,550 shares of DYNF stock, worth $856,297. This represents 0.44% of its overall portfolio holdings.
Number of Shares
16,550
Previous 21
78709.52%
Holding current value
$856,297
Previous $986,000
82935.4%
% of portfolio
0.44%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
438Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.43 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.04 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$706 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$514 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$458 Million1.88% of portfolio