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Shell Adr Each Rep 2 Ord Wi shares owned by Triad Wealth Partners

Quarter-by-quarter ownership of Shell Adr Each Rep 2 Ord Wi (SHEL) shares owned by Triad Wealth Partners from 13F filings

Historical chart of Triad Wealth Partners investment in Shell Adr Each Rep 2 Ord Wi

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All positions including Shell Adr Each Rep 2 Ord Wi held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shell Adr Each Rep 2 Ord Wi by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 3.3k 71.54
2024-06-30 $32k 436 72.18

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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 Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
Vanguard World Mega Cap Index (MGC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for Triad Wealth Partners

Top funds holding Shell Adr Each Rep 2 Ord Wi

FMR
Fisher Investments
Dimensional Fund Advisors
Eagle Capital Management
Morgan Stanley
BlackRock
Wellington Management Company
Franklin Resources
Hotchkis and Wiley Capital Management
D. E. Shaw & Co
Goldman Sachs Group
Citadel Advisors
Mawer Investment Management
40 North Industries
Royal Bank of Canada

View all funds holding Shell Adr Each Rep 2 Ord Wi