Triad Wealth Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FAUG
# of Institutions
143Shares Held
6.18MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ486KShares$22.6 Million0.05% of portfolio
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Cetera Investment Advisers Schaumburg, IL436KShares$20.3 Million0.05% of portfolio
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Envestnet Asset Management Inc399KShares$18.6 Million0.01% of portfolio
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Cwm, LLC380KShares$17.7 Million0.07% of portfolio
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Mc Carthy & Cox Marysville, OH344KShares$16 Million6.03% of portfolio