Triad Wealth Partners, LLC First Tr Fd Dow Jones Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$192.91 - $207.84 $6,173 - $6,650	32 New	32 $6.56 Million

Others Institutions Holding FDN

# of Institutions

543

Shares Held

16.6M

Call Options Held

96.2K

Put Options Held

26.7K

First Trust Advisors LP Wheaton, IL

3.84M
Shares

$898 Million
0.83% of portfolio
Morgan Stanley New York, NY

1.44M
Shares

$337 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.1M
Shares

$257 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

891K
Shares

$208 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

832K
Shares

$194 Million
0.02% of portfolio

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