Triad Wealth Partners, LLC BLACKROCK INC Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
524
Previous 531 1.32%
Holding current value
$550 Million
Previous $503 Million 9.4%
% of portfolio
0.11%
Previous 0.16%

Shares

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

Jul 21, 2025
SELL
N/A
-7 Reduced 1.32%
524 $550 Million
Q1 2025

May 14, 2025
BUY
N/A
16 Added 3.11%
531 $503 Million
Q4 2024

Feb 06, 2025
BUY
N/A
515 New
515 $528 Million
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