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

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
8,929
Previous 7,233 23.45%
Holding current value
$284 Million
Previous $226 Million 25.75%
% of portfolio
0.06%
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
1,696 Added 23.45%
8,929 $284 Million
Q1 2025

May 14, 2025
BUY
N/A
7,233 New
7,233 $226 Million
Q2 2024

Jul 18, 2024
BUY
N/A
2,036 New
2,036 $59.2 Million
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