Triad Wealth Partners, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 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 185,215 shares of DYNF stock, worth $9 Million. This represents 3.43% of its overall portfolio holdings.
Number of Shares
185,215
Previous 16,550
1019.12%
Holding current value
$9 Million
Previous $819 Million
1059.39%
% of portfolio
3.43%
Previous 0.44%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
525Shares Held
272MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.16 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.22 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$848 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$472 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$410 Million1.79% of portfolio