Triad Wealth Partners, LLC Purchases and Sells in Q4 2024

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	92.6K + 148.76%	$94.43 - $105.47 $8.74M - $9.76M	155K $15.7B
DYNF	169K + 1019.12%	$49.03 - $53.35 $8.27M - $9M	185K $9.49B
JCPB	143K + 54.09%	$46.07 - $48.17 $6.61M - $6.91M	409K $18.8B
QUAL	31.3K + 114.68%	$176.42 - $186.91 $5.52M - $5.85M	58.6K $10.4B
IVE	28.3K + 138.85%	$189.5 - $206.17 $5.37M - $5.84M	48.8K $9.31B
EFG	49.5K + 163.63%	$96.83 - $106.88 $4.8M - $5.3M	79.8K $7.73B

New Holdings

133 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	32.7K New	$89.97 - $98.59 $2.94M - $3.23M	32.7K $3.11B
AVGO	9.72K New	$159.67 - $250.0 $1.55M - $2.43M	9.72K $2.25B
JAGG	48.3K New	N/A	48.3K $2.18B
AGG	22.4K New	$96.64 - $101.23 $2.16M - $2.26M	22.4K $2.17B
META	3.44K New	$554.08 - $632.68 $1.91M - $2.18M	3.44K $2.02B
GOOGL	9.77K New	$161.86 - $196.66 $1.58M - $1.92M	9.77K $1.85B

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-180K - 73.79%	$52.49 - $56.58 $9.47M - $10.2M	64.1K $3.48B
BND	-110K - 65.17%	$71.75 - $75.11 $7.91M - $8.28M	58.9K $4.24B
DGRW	-56.8K - 57.8%	$80.93 - $85.66 $4.6M - $4.87M	41.5K $3.36B
IJH	-61.1K - 63.09%	$61.68 - $67.87 $3.77M - $4.15M	35.7K $2.23B
VIGI	-37.7K - 68.06%	$79.93 - $88.06 $3.02M - $3.32M	17.7K $1.42B
IQLT	-75.3K - 67.62%	$37.12 - $41.23 $2.8M - $3.1M	36.1K $1.34B

Activity Summary All Purchases 157 New Holdings 133 Increased Positions 24 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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