Triad Wealth Partners, LLC Innovator Etfs Tr Transaction History
Triad Wealth Partners, LLC
- $322 Billion
- Q1 2025
A detailed history of Triad Wealth Partners, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 13,579 shares of IJUL stock, worth $406,826. This represents 0.12% of its overall portfolio holdings.
Number of Shares
13,579
Previous 10,485
29.51%
Holding current value
$406,826
Previous $290 Million
36.17%
% of portfolio
0.12%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding IJUL
# of Institutions
96Shares Held
4.44MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$39.9 Million5.58% of portfolio
-
Berger Financial Group, Inc Plymouth, MN217KShares$6.49 Million0.53% of portfolio
-
High Tower Advisors, LLC Chicago, IL212KShares$6.36 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ175KShares$5.25 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC172KShares$5.17 Million0.01% of portfolio