Triad Wealth Partners, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$191M
Signature - Title
Aaron Larson - Sr. Compliance Consultant
Location
730 New Hampshire Street, Suite 222, Lawrence, KS
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,001 $191M +$61.5M -$807K +$60.7M BND, FBND, VOO, OMFL, DGRW 13F-HR 7/18/2024, 10:07 AM
Q1 2024 59 $130M $0 $0 BND, FBND, VOO, OMFL, DGRW 13F-HR 4/23/2024, 11:47 AM