Triad Wealth Partners, LLC First Tr Large Cap Core Alphde Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
218Shares Held
7.47MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.02MShares$111 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$86.7 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA595KShares$65.2 Million0.01% of portfolio
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Janney Montgomery Scott LLC503KShares$55.2 Million0.15% of portfolio
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Ubs Group Ag252KShares$27.6 Million0.01% of portfolio