Triad Wealth Partners, LLC Ishares Core S&P Mid Cap ETF Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 96,829 shares of IJH stock, worth $6.1 Million. This represents 3.21% of its overall portfolio holdings.
Number of Shares
96,829
Previous 131,901
26.59%
Holding current value
$6.1 Million
Previous $7.72 Billion
21.82%
% of portfolio
3.21%
Previous 4.05%
Shares
3 transactions
Others Institutions Holding IJH
# of Institutions
2,465Shares Held
1.05BCall Options Held
888KPut Options Held
55.6K-
Northwestern Mutual Wealth Management CO107MShares$6.74 Billion5.95% of portfolio
-
Bank Of America Corp Charlotte, NC65.1MShares$4.1 Billion0.34% of portfolio
-
Wells Fargo & Company San Francisco, CA47.7MShares$3.01 Billion0.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.2MShares$2.59 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY38.1MShares$2.4 Billion0.19% of portfolio