TWP
PPTY

Triad Wealth Partners’s US Diversified Real Estate ETF PPTY Stock Holding History

Triad Wealth Partners’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$40 – 683
2024
Q2 		$40 Buy
+1
New +$29 ﹤0.01% 979

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
EAM
Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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

Triad Wealth Partners sold out of US Diversified Real Estate ETF (PPTY) in Q3 2024, closing a stake of 1 share — an estimated $40 sold.

Triad Wealth Partners first reported a position in PPTY in Q2 2024 and held it in 1 quarter. The position peaked at $40 in Q2 2024. 21 funds tracked by Wall St. Rank hold PPTY as of Q3 2024.

  • Triad Wealth Partners reported no remaining US Diversified Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1 US Diversified Real Estate ETF share in Q3 2024, an estimated $40.
  • Triad Wealth Partners first reported a position in US Diversified Real Estate ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's US Diversified Real Estate ETF position peaked at $40 in Q2 2024.
  • 21 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q3 2024.

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