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Triad Wealth Partners’s BlackRock Debt Strategies Fund DSU Stock Holding History

Triad Wealth Partners’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-70
Closed -$759 – 275
2024
Q2 		$759 Buy
+70
New +$759 ﹤0.01% 898

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Triad Wealth Partners's DSU Position: Q3 2024 in Review

Triad Wealth Partners sold out of BlackRock Debt Strategies Fund (DSU) in Q3 2024, closing a stake of 70 shares — an estimated $759 sold.

Triad Wealth Partners first reported a position in DSU in Q2 2024 and held it in 1 quarter. The position peaked at $759 in Q2 2024. 85 funds tracked by Wall St. Rank hold DSU as of Q3 2024.

  • Triad Wealth Partners reported no remaining BlackRock Debt Strategies Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 70 BlackRock Debt Strategies Fund shares in Q3 2024, an estimated $759.
  • Triad Wealth Partners first reported a position in BlackRock Debt Strategies Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's BlackRock Debt Strategies Fund position peaked at $759 in Q2 2024.
  • 85 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.