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

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
16,561
Previous 12,106 36.8%
Holding current value
$437 Million
Previous $317 Million 37.68%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 21, 2025
BUY
N/A
4,455 Added 36.8%
16,561 $437 Million
Q1 2025

May 14, 2025
BUY
N/A
12,106 New
12,106 $317 Million
Q2 2024

Jul 18, 2024
BUY
N/A
3,387 New
3,387 $86.9 Million
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