Triad Wealth Partners, LLC Invesco ETF Tr Ii Kbw Premium Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding KBWY
# of Institutions
56Shares Held
2.81MCall Options Held
6.2KPut Options Held
900-
Morgan Stanley New York, NY586KShares$9.96 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC546KShares$9.28 Million0.0% of portfolio
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Tap Consulting, LLC321KShares$5.46 Million1.23% of portfolio
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Fifth Third Securities, Inc.217KShares$3.69 Million0.34% of portfolio
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Wells Fargo & Company San Francisco, CA153KShares$2.61 Million0.0% of portfolio