Triad Wealth Partners, LLC Ishares Tr Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 23,163 shares of IFRA stock, worth $1.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

23,163

Holding current value

$1.1 Million

% of portfolio

0.39%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$45.94 - $51.71 $1.06 Million - $1.2 Million	23,163 New	23,163 $1.07 Billion

Others Institutions Holding IFRA

# of Institutions

476

Shares Held

52.1M

Call Options Held

400

Put Options Held

200

Bank Of America Corp Charlotte, NC

10M
Shares

$477 Million
0.04% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$354 Million
0.11% of portfolio
Lpl Financial LLC Fort Mill, SC

2.84M
Shares

$135 Million
0.06% of portfolio
Morgan Stanley New York, NY

2.26M
Shares

$108 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.6M
Shares

$76.4 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Triad Wealth Partners, LLC Ishares Tr Transaction History