Triad Wealth Partners, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
352Shares Held
29.9MCall Options Held
9.1KPut Options Held
0-
Morgan Stanley New York, NY2.2MShares$80.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC2.2MShares$80.4 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC2.15MShares$78.6 Million0.01% of portfolio
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Ubs Group Ag1.83MShares$66.9 Million0.01% of portfolio
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Creative Planning Overland Park, KS1.49MShares$54.7 Million0.05% of portfolio