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Triad Wealth Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Triad Wealth Partners’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,166
Closed -$136K – 430
2024
Q2 		$136K Buy
+1,166
New +$134K 0.07% 124

Other funds holding IAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Triad Wealth Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2024, closing a stake of 1,166 shares — an estimated $136K sold.

Triad Wealth Partners first reported a position in IAI in Q2 2024 and held it in 1 quarter. The position peaked at $136K in Q2 2024. 150 funds tracked by Wall St. Rank hold IAI as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,166 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2024, an estimated $136K.
  • Triad Wealth Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $136K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2024.

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