Triad Wealth Partners, LLC Ishares Tr Us Broker Dealers & Call Options Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IAI

# of Institutions

155

Shares Held

8.64M

Call Options Held

4.7K

Put Options Held

300

Envestnet Asset Management Inc

1.26M
Shares

$181 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

1.13M
Shares

$162 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

880K
Shares

$127 Million
0.07% of portfolio
Janney Montgomery Scott LLC

822K
Shares

$118 Million
0.29% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

803K
Shares

$116 Million
0.04% of portfolio

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