Triad Wealth Partners, LLC EA SERIES TRUST Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
13,595
Previous 9,295 46.26%
Holding current value
$1.53 Billion
Previous $1.04 Billion 47.82%
% of portfolio
0.31%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
4,300 Added 46.26%
13,595 $1.53 Billion
Q1 2025

May 14, 2025
BUY
N/A
3,244 Added 53.61%
9,295 $1.04 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
6,051 New
6,051 $667 Million
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