Triad Wealth Partners, LLC BLACKROCK ETF TRUST II Transaction History

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Number of Shares
126,354
Previous 97,234 29.95%
Holding current value
$6.62 Billion
Previous $5.06 Billion 30.85%
% of portfolio
2.06%
Previous 1.83%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
29,120 Added 29.95%
126,354 $6.62 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
47,774 Added 96.59%
97,234 $5.06 Billion
Q3 2024

Oct 21, 2024
BUY
N/A
49,420 Added 123550.0%
49,460 $2.65 Billion
Q2 2024

Jul 18, 2024
BUY
N/A
40 New
40 $2.09 Million
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