Triad Wealth Partners, LLC EA SERIES TRUST Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Number of Shares
16,800
Previous 13,595 23.57%
Holding current value
$1.91 Billion
Previous $1.53 Billion 24.87%
% of portfolio
0.25%
Previous 0.31%

Shares

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

Oct 30, 2025
BUY
N/A
3,205 Added 23.57%
16,800 $1.91 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
4,300 Added 46.26%
13,595 $1.53 Billion
Q1 2025

May 14, 2025
BUY
N/A
3,244 Added 53.61%
9,295 $1.04 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
6,051 New
6,051 $667 Million
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