Triad Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
9,171
Previous 6,208 47.73%
Holding current value
$491 Million
Previous $332 Million 47.93%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 21, 2025
BUY
N/A
2,963 Added 47.73%
9,171 $491 Million
Q1 2025

May 14, 2025
SELL
N/A
-672 Reduced 9.77%
6,208 $332 Million
Q4 2024

Feb 06, 2025
BUY
N/A
6,880 New
6,880 $359 Million
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