Triad Wealth Partners, LLC NORTHERN LTS FD TR IV Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
8,487
Previous 6,823 24.39%
Holding current value
$262 Million
Previous $220 Million 19.07%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Jul 21, 2025
BUY
N/A
1,664 Added 24.39%
8,487 $262 Million
Q1 2025

May 14, 2025
BUY
N/A
6,823 New
6,823 $220 Million
Q2 2024

Jul 18, 2024
BUY
N/A
2,162 New
2,162 $62.7 Million
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