Triad Wealth Partners, LLC Spdr Ser Tr Russell 1000 Core Transaction History

Triad Wealth Partners, LLC

$322 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$108.28 - $117.54 $401,177 - $435,485	3,705 New	3,705 $403 Million
Q2 2024 Jul 18, 2024	BUY	$102.32 - $108.08 $395,569 - $417,837	3,866 New	3,866 $401 Million

Others Institutions Holding ONEY

# of Institutions

122

Shares Held

6.3M

Call Options Held

0

Put Options Held

0

Alaska Permanent Fund Corp Juneau, AK

2.42M
Shares

$252 Million
3.69% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.17M
Shares

$121 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

609K
Shares

$63.4 Million
0.03% of portfolio
Kestra Investment Management, LLC Austin, TX

421K
Shares

$43.9 Million
0.92% of portfolio
Creative Planning Overland Park, KS

254K
Shares

$26.5 Million
0.03% of portfolio

About SPDR SER TR RUSSELL 1000 CORE

Ticker ONEY
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