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Triad Wealth Partners’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Triad Wealth Partners’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-102
Closed -$5.14K – 813
2024
Q2 		$5.14K Buy
+102
New +$4.86K ﹤0.01% 560

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Triad Wealth Partners sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2024, closing a stake of 102 shares — an estimated $5.14K sold.

Triad Wealth Partners first reported a position in TECB in Q2 2024 and held it in 1 quarter. The position peaked at $5.14K in Q2 2024. 71 funds tracked by Wall St. Rank hold TECB as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 102 iShares US Tech Breakthrough Multisector ETF shares in Q3 2024, an estimated $5.14K.
  • Triad Wealth Partners first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares US Tech Breakthrough Multisector ETF position peaked at $5.14K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2024.

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