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

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
28,024
Previous 20,627 35.86%
Holding current value
$1.8 Billion
Previous $1.22 Billion 48.31%
% of portfolio
0.36%
Previous 0.38%

Shares

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

Jul 21, 2025
BUY
N/A
7,397 Added 35.86%
28,024 $1.8 Billion
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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