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Virtus Etf Tr Ii seix sr ln etf shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Virtus Etf Tr Ii seix sr ln etf (SEIX) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Virtus Etf Tr Ii seix sr ln etf

Tip: Access up to 7 years of quarterly data

All positions including Virtus Etf Tr Ii seix sr ln etf held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Virtus Etf Tr Ii seix sr ln etf by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $863k 37k 23.34

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 Virtus Etf Tr Ii seix sr ln etf

Virtus Fixed Income Advisers
RWM Asset Management
AE Wealth Management
Envestnet Asset Management
Ignite Planners
Foundations Investment Advisors
AdvisorNet Financial
Atria Investments
Cambridge Investment Research Advisors
Centaurus Financial
Illumine Investment Management
Jpmorgan Chase & Co
Cetera Investment Advisers
Royal Bank of Canada
Stratos Wealth Advisors

View all funds holding Virtus Etf Tr Ii seix sr ln etf