Triad Wealth Partners, LLC BLACKROCK ETF TRUST Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
31,918
Previous 24,772 28.85%
Holding current value
$871 Million
Previous $641 Million 35.77%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Jul 21, 2025
BUY
N/A
7,146 Added 28.85%
31,918 $871 Million
Q1 2025

May 14, 2025
BUY
N/A
13,218 Added 114.4%
24,772 $641 Million
Q4 2024

Feb 06, 2025
BUY
N/A
11,554 New
11,554 $285 Million
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email