Triad Wealth Partners, LLC BLACKROCK ETF TRUST Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Number of Shares
45,514
Previous 31,918 42.6%
Holding current value
$1.27 Billion
Previous $871 Million 46.28%
% of portfolio
0.16%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
13,596 Added 42.6%
45,514 $1.27 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
7,146 Added 28.85%
31,918 $871 Million
Q1 2025

May 14, 2025
BUY
N/A
13,218 Added 114.4%
24,772 $641 Million
Q4 2024

Feb 06, 2025
BUY
N/A
11,554 New
11,554 $285 Million
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