Triad Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Triad Wealth Partners, LLC
- $130 Billion
- Q1 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 110,703 shares of IJH stock, worth $6.43 Million. This represents 5.16% of its overall portfolio holdings.
Number of Shares
110,703Holding current value
$6.43 Million% of portfolio
5.16%Shares
1 transactions
Others Institutions Holding IJH
# of Institutions
2,340Shares Held
989MCall Options Held
1.07MPut Options Held
117K-
Northwestern Mutual Wealth Management CO97.3MShares$5.65 Billion6.08% of portfolio
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Bank Of America Corp Charlotte, NC64.7MShares$3.76 Billion0.37% of portfolio
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Wells Fargo & Company San Francisco, CA49MShares$2.85 Billion0.73% of portfolio
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Lpl Financial LLC Fort Mill, SC38.5MShares$2.24 Billion1.28% of portfolio
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Jpmorgan Chase & CO New York, NY38MShares$2.21 Billion0.21% of portfolio