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Triad Wealth Partners, LLC → FIS

Triad Wealth Partners, LLC FIS Position History

Fidelity National Information Services, Inc. • Services

Quarters held
7
Latest value
$742K
Q3 2026
Peak value
$53.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$256K
Q3 2025$36.3M
Q4 2025$608K
Q4 2025$44.4M
Q1 2026$53.1M
Q2 2026$1.1M
Q3 2026$742K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$742K17.1K——
Q2 2026$1.1M25.5K——
Q1 2026$53.1M1.16M——
Q4 2025$44.4M964.5K——
Q4 2025$608K10.7K——
Q3 2025$36.3M785.5K——
Q3 2025$256K6.9K——

Other funds holding FIS

Other Triad Wealth Partners, LLC positions

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$171.1M
ETHA

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$143.9M
VGES

VANGUARD INDEX FDS

$139M
ETHA

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$124.7M
ETHA

ISHARES TR

$106.8M
ETHA

ISHARES TR

$96.5M
ETHA

ISHARES TR

$77.7M
ETHA

BLACKROCK ETF TRUST

$77.5M