Triad Wealth Partners, LLC Ishares Tr Transaction History

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 20,930 shares of EMB stock, worth $1.9 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
20,930
Previous 12,538 66.93%
Holding current value
$1.9 Million
Previous $1.17 Billion 58.84%
% of portfolio
0.67%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$88.94 - $93.46 $746,384 - $784,316
8,392 Added 66.93%
20,930 $1.86 Billion
Q3 2024

Oct 21, 2024
BUY
$87.75 - $93.74 $1.09 Million - $1.16 Million
12,397 Added 8792.2%
12,538 $1.17 Billion
Q2 2024

Jul 18, 2024
BUY
$86.66 - $89.88 $12,219 - $12,673
141 New
141 $12.5 Million

Others Institutions Holding EMB

# of Institutions
964
Shares Held
139M
Call Options Held
4.86M
Put Options Held
10.5M
View Full List

About ISHARES TR

EMB Quotes by TradingView
  • Ticker EMB
  • Sector ETFs
  • Industry ETFs
More about EMB
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email