Triad Wealth Partners, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025
Number of Shares
27,265
Previous 25,887 5.32%
Holding current value
$1.06 Billion
Previous $973 Million 8.91%
% of portfolio
0.14%
Previous 0.2%

Shares

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

Oct 30, 2025
BUY
N/A
1,378 Added 5.32%
27,265 $1.06 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
25,887 New
25,887 $973 Million
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