Triad Wealth Partners, LLC BTHM Holdings History
Triad Wealth Partners, LLC's BLACKROCK ETF TRUS Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 197,135.00 shares of BLACKROCK ETF TRUS(BTHM), totaling $7.01 Mil. This investment constitutes 1.42% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.14% of the outstanding BLACKROCK ETF TRUS(BTHM) stock.
The initial trade took place in 2025Q2. And since then Triad Wealth Partners, LLC has made 1 purchases of BTHM, at an average price of $32.91, for a total of 197,135.00 shares. Based on historical transaction data and BTHM's current price of $33.22, Triad Wealth Partners, LLC's estimated gain on his BTHM holdings is $61,387.84, reflecting a 0.95% gain to date.
Triad Wealth Partners, LLC BTHM ($33.22) Holding Chart
Triad Wealth Partners, LLC BTHM ($33.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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