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Global X Fds us infr dev shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Global X Fds us infr dev (PAVE) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Global X Fds us infr dev

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds us infr dev held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds us infr dev by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 4.5k 47.79

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding Global X Fds us infr dev

LPL Financial
Harel Insurance Investments & Financial Services
Atlantic Trust
Jpmorgan Chase & Co
Wells Fargo & Company
Envestnet Asset Management
Advisor Group Holdings
UBS Group
Waddell & Associates
Clal Insurance Enterprises Holdings
Northwestern Mutual Wealth Management Company
Moss Adams Wealth Advisors
Royal Bank of Canada
RiverFront Investment Group
Raymond James Financial

View all funds holding Global X Fds us infr dev