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Triad Wealth Partners’s iShares Global 100 ETF IOO Stock Holding History

Triad Wealth Partners’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-213
Closed -$20.6K – 456
2024
Q2 		$20.6K Buy
+213
New +$19.5K 0.01% 340

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Triad Wealth Partners sold out of iShares Global 100 ETF (IOO) in Q3 2024, closing a stake of 213 shares — an estimated $20.6K sold.

Triad Wealth Partners first reported a position in IOO in Q2 2024 and held it in 1 quarter. The position peaked at $20.6K in Q2 2024. 274 funds tracked by Wall St. Rank hold IOO as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares Global 100 ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 213 iShares Global 100 ETF shares in Q3 2024, an estimated $20.6K.
  • Triad Wealth Partners first reported a position in iShares Global 100 ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares Global 100 ETF position peaked at $20.6K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2024.

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