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 $4.62 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
50,052
Previous 23
217517.39%
Holding current value
$4.62 Million
Previous $2.11 Million
226958.81%
% of portfolio
2.55%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MBB
# of Institutions
944Shares Held
327MCall Options Held
152KPut Options Held
48.5K-
Bank Of America Corp Charlotte, NC74.2MShares$6.85 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY34.7MShares$3.2 Billion0.27% of portfolio
-
Envestnet Asset Management Inc27.4MShares$2.53 Billion0.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.2MShares$1.77 Billion0.84% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa18.3MShares$1.69 Billion0.72% of portfolio