Triad Wealth Partners, LLC Ishares Tr Transaction History

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 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 50,052 shares of MBB stock, worth $4.59 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
50,052
Previous 23 217517.39%
Holding current value
$4.59 Million
Previous $2.11 Million 226958.81%
% of portfolio
2.55%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$90.85 - $96.66 $4.55 Million - $4.84 Million
50,029 Added 217517.39%
50,052 $4.8 Billion
Q2 2024

Jul 18, 2024
BUY
$89.41 - $92.64 $2,056 - $2,130
23 New
23 $2.11 Million

Others Institutions Holding MBB

# of Institutions
944
Shares Held
327M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

MBB Quotes by TradingView
  • Ticker MBB
  • Sector ETFs
  • Industry ETFs
More about MBB
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