Triad Wealth Partners, LLC Vanguard Small Cap ETF Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 907 shares of VB stock, worth $233,879. This represents 0.04% of its overall portfolio holdings.
Number of Shares
907Holding current value
$233,879% of portfolio
0.04%Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,405Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.25 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.8 Billion1.26% of portfolio
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Wells Fargo & Company San Francisco, CA5.87MShares$1.51 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.33 Billion0.38% of portfolio