Triad Wealth Partners, LLC DIMENSIONAL ETF TRUST Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
14,721
Previous 6,745 118.25%
Holding current value
$457 Million
Previous $206 Million 121.46%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Jul 21, 2025
BUY
N/A
7,976 Added 118.25%
14,721 $457 Million
Q1 2025

May 14, 2025
BUY
N/A
6,745 New
6,745 $206 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