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Exchange Listed Fds Tr shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Exchange Listed Fds Tr (CLSM) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Exchange Listed Fds Tr

Tip: Access up to 7 years of quarterly data

All positions including Exchange Listed Fds Tr held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exchange Listed Fds Tr by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $612k 29k 21.32

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Triad Wealth Partners

Top funds holding Exchange Listed Fds Tr

Foundations Investment Advisors
GeoWealth Management
Susquehanna International
Signal Advisors Wealth
Jane Street
Triad Wealth Partners
Mutual Advisors
Selective Wealth Management
Maripau Wealth Management
Continuum Advisory
AE Wealth Management
LPL Financial
Townsquare Capital
Tower Research Capital
Jpmorgan Chase & Co

View all funds holding Exchange Listed Fds Tr