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

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025
Number of Shares
20,627
Previous 13,239 55.8%
Holding current value
$1.22 Billion
Previous $795 Million 52.95%
% of portfolio
0.38%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
7,388 Added 55.8%
20,627 $1.22 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
13,239 New
13,239 $795 Million
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