Triad Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,689 shares of VO stock, worth $484,624. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,689Holding current value
$484,624% of portfolio
0.06%Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,515Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
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Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
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Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio