Triad Wealth Partners, LLC Vanguard Russell 2000 ETF Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$77.95 - $84.63 $8,496 - $9,224	109 New	109 $8.94 Million

Others Institutions Holding VTWO

# of Institutions

548

Shares Held

68.3M

Call Options Held

43.7K

Put Options Held

20.5K

Bank Of America Corp Charlotte, NC

23.7M
Shares

$2.28 Billion
0.17% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$649 Million
0.04% of portfolio
Natixis Advisors, L.P. Boston, MA

5.04M
Shares

$485 Million
0.88% of portfolio
Mirae Asset Global Etfs Holdings Ltd. Central, K3

2.79M
Shares

$269 Million
0.58% of portfolio
Jones Financial Companies Lllp

2.18M
Shares

$210 Million
0.21% of portfolio

About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
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