Triad Wealth Partners, LLC Incresed Positions in Q3 2024

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
61.6K
+ 9950.89%
$84.77 - $97.13 $5.22M - $5.98M
62.2K $5.96B
JCPB
J P Morgan Exchange Traded Fd

ETFs
104K
+ 64.64%
$45.87 - $48.53 $4.78M - $5.05M
265K $12.8B
MBB
Ishares Tr

ETFs
50K
+ 217517.39%
$90.85 - $96.66 $4.55M - $4.84M
50.1K $4.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
25.6K
+ 1530.47%
$162.64 - $179.3 $4.17M - $4.59M
27.3K $4.89B
IVE
Ishares S&P 500 Value ETF

ETFs
20.4K
+ 510175.0%
$181.06 - $197.17 $3.69M - $4.02M
20.4K $4.02B
EFV
Msci Eafe Value ETF

ETFs
56.5K
+ 16046.88%
$51.72 - $57.96 $2.92M - $3.27M
56.8K $3.27B
EFG
Msci Eafe Growth ETF

ETFs
30.1K
+ 15270.56%
$96.84 - $108.77 $2.91M - $3.27M
30.3K $3.26B
Blackrock ETF Trust Ii
49.4K
+ 123550.0%
N/A
49.5K $2.65B
IYW
Ishares Dj Us Tech ETF

ETFs
12.6K
+ 11843.4%
$133.16 - $158.73 $1.67M - $1.99M
12.7K $1.92B
AAPL
Apple Inc.

Technology
6.85K
+ 57.37%
$207.23 - $234.82 $1.42M - $1.61M
18.8K $4.38B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.7K
+ 29.21%
$60.84 - $67.51 $1.2M - $1.33M
87.1K $5.88B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.5K
+ 3.55%
$44.65 - $47.21 $602K - $637K
393K $18.4B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
47.1K
+ 1571333.38%
$24.86 - $26.33 $1.17M - $1.24M
47.1K $1.23B
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.2K
+ 12168.0%
$89.91 - $101.33 $1.09M - $1.23M
12.3K $1.2B
EMB
Ishares Tr

ETFs
12.4K
+ 8792.2%
$87.75 - $93.74 $1.09M - $1.16M
12.5K $1.17B
MUB
Ishares National Muni Bond ETF

ETFs
9.77K
+ 99.05%
$106.13 - $108.7 $1.04M - $1.06M
19.6K $2.13B
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
38.6K
+ 100.0%
$25.97 - $26.11 $1M - $1.01M
77.1K $2.01B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.5K
+ 78709.52%
$44.24 - $49.47 $731K - $818K
16.6K $819M
IEMG
Ishares Inc

ETFs
12K
+ 3306.91%
$53.64 - $53.64 $642K - $642K
12.3K $708M
SPTL
Spdr Portfolio Long Term Treas

ETFs
20.1K
+ 945.33%
$26.69 - $29.87 $535K - $599K
22.2K $645M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
21.7K
+ 210.42%
$22.38 - $23.66 $487K - $514K
32.1K $752M
MSFT
Microsoft Corp

Technology
1.42K
+ 14.29%
$395.15 - $467.56 $562K - $664K
11.4K $4.89B
NVDA
Nvidia Corp

Technology
3.24K
+ 19.3%
$98.91 - $134.91 $320K - $437K
20K $2.43B
AMZN
Amazon Com Inc

Consumer Cyclical
2.08K
+ 19.02%
$161.02 - $200.0 $335K - $416K
13K $2.43B
OMFL
Invesco Exchange Traded Self I

ETFs
2.84K
+ 1.17%
$47.65 - $52.99 $135K - $150K
245K $13B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
5.3K
+ 42.32%
$22.11 - $24.64 $117K - $130K
17.8K $434M
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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