Triad Wealth Partners, LLC BLACKROCK INC Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Number of Shares
559
Previous 524 6.68%
Holding current value
$652 Million
Previous $550 Million 18.54%
% of portfolio
0.08%
Previous 0.11%

Shares

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

Oct 30, 2025
BUY
N/A
35 Added 6.68%
559 $652 Million
Q2 2025

Jul 21, 2025
SELL
N/A
-7 Reduced 1.32%
524 $550 Million
Q1 2025

May 14, 2025
BUY
N/A
16 Added 3.11%
531 $503 Million
Q4 2024

Feb 06, 2025
BUY
N/A
515 New
515 $528 Million
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