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

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025
Number of Shares
18,850
Previous 14,142 33.29%
Holding current value
$477 Million
Previous $358 Million 33.24%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Jul 21, 2025
BUY
N/A
4,708 Added 33.29%
18,850 $477 Million
Q1 2025

May 14, 2025
BUY
N/A
14,142 New
14,142 $358 Million
Q2 2024

Jul 18, 2024
BUY
N/A
3,415 New
3,415 $86.3 Million
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