Triad Wealth Partners, LLC Ishares Morningstar Mid Cap Et Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,632 shares of IMCB stock, worth $622,771. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,632
Previous 7,632
-0.0%
Holding current value
$622,771
Previous $608 Million
4.26%
% of portfolio
0.08%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IMCB
# of Institutions
220Shares Held
9.81MCall Options Held
0Put Options Held
0-
Ubs Group Ag1.33MShares$109 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.27MShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC472KShares$38.5 Million0.01% of portfolio
-
Means Investment Co., Inc.428KShares$34.9 Million3.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL317KShares$25.8 Million0.01% of portfolio