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

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Number of Shares
6,208
Previous 6,880 9.77%
Holding current value
$332 Million
Previous $359 Million 7.57%
% of portfolio
0.1%
Previous 0.13%

Shares

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