Triad Wealth Partners, LLC
Position in CLSM — ETC Cabana Target Leading Sector Moderate ETF
CIK 2012717
LAWRENCE, KS
All Filings in CLSM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 CLSM | $362,140 | 15,586 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 CLSM | $564,008 | 24,272 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 CLSM | $983,588 | 42,709 | Shares | Sole | 2025-10-30 | |
| 2024-09-30 CLSM | $611,783 | 28,702 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||