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Triad Wealth Partners’s Matthews Emerging Markets Equity Active ETF MEM Stock Holding History

Triad Wealth Partners’s Portfolio MEM Stock Details MEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-320
Closed -$9.79K – 561
2024
Q2 		$9.79K Buy
+320
New +$9.55K 0.01% 456

Other funds holding MEM

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BFA
Brown Financial Advisors Milford, Ohio $264M AUM 16.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

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

Triad Wealth Partners sold out of Matthews Emerging Markets Equity Active ETF (MEM) in Q3 2024, closing a stake of 320 shares — an estimated $9.79K sold.

Triad Wealth Partners first reported a position in MEM in Q2 2024 and held it in 1 quarter. The position peaked at $9.79K in Q2 2024. 21 funds tracked by Wall St. Rank hold MEM as of Q3 2024.

  • Triad Wealth Partners reported no remaining Matthews Emerging Markets Equity Active ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 320 Matthews Emerging Markets Equity Active ETF shares in Q3 2024, an estimated $9.79K.
  • Triad Wealth Partners first reported a position in Matthews Emerging Markets Equity Active ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Matthews Emerging Markets Equity Active ETF position peaked at $9.79K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held Matthews Emerging Markets Equity Active ETF as of Q3 2024.

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