Triad Wealth Partners, LLC LISTED FDS TR Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Number of Shares
262,465
Previous 422,684 37.91%
Holding current value
$6.99 Billion
Previous $10.5 Billion 33.23%
% of portfolio
0.9%
Previous 2.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
N/A
-160,219 Reduced 37.91%
262,465 $6.99 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
422,684 New
422,684 $10.5 Billion
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