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 $4.66 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
50,052
Previous 23
217517.39%
Holding current value
$4.66 Million
Previous $2.11 Million
226958.81%
% of portfolio
2.55%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
919Shares Held
316MCall Options Held
242KPut Options Held
1.64M-
Bank Of America Corp Charlotte, NC72.8MShares$6.78 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY29.1MShares$2.71 Billion0.24% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.55 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.1MShares$1.68 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa16.9MShares$1.57 Billion0.68% of portfolio