Triad Wealth Partners, LLC Shp ETF Tr Neos S&P 500 High I Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Shp ETF Tr Neos S&P 500 High I stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 10,983 shares of SPYI stock, worth $0. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,983
Previous 7,787 41.04%
Holding current value
$0
Previous $392 Million 46.59%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 30, 2025
BUY
N/A
3,196 Added 41.04%
10,983 $574 Million
Q2 2025

Jul 21, 2025
BUY
N/A
7,787 New
7,787 $392 Million
Q2 2024

Jul 18, 2024
BUY
N/A
1,018 New
1,018 $51.1 Million

Others Institutions Holding SPYI

# of Institutions
308
Shares Held
16.8M
Call Options Held
165K
Put Options Held
165K
View Full List

About SHP ETF TR NEOS S&P 500 HIGH I

SPYI Quotes by TradingView
  • Ticker SPYI
More about SPYI
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email