Triad Wealth Partners, LLC RSMV Holdings History
Triad Wealth Partners, LLC's Relative Strength Managed Volatility Strategy ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 422,684.00 shares of Relative Strength Managed Volatility Strategy ETF(RSMV), totaling $10.47 Mil. This investment constitutes 2.11% of their stock portfolio, and Triad Wealth Partners, LLC now holds 22.72% of the outstanding Relative Strength Managed Volatility Strategy ETF(RSMV) stock.
The initial trade took place in 2025Q2. And since then Triad Wealth Partners, LLC has made 1 purchases of RSMV, at an average price of $23.60, for a total of 422,684.00 shares. Based on historical transaction data and RSMV's current price of $25.21, Triad Wealth Partners, LLC's estimated gain on his RSMV holdings is $680,732.58, reflecting a 6.82% gain to date.
Triad Wealth Partners, LLC RSMV ($25.21) Holding Chart
Triad Wealth Partners, LLC RSMV ($25.21) 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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