Triad Wealth Partners, LLC Invesco ETF Tr Ii Kbw Premium Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
Shares
1 transactions
Others Institutions Holding KBWY
# of Institutions
57Shares Held
2.88MCall Options Held
12.6KPut Options Held
900-
Morgan Stanley New York, NY616KShares$9.35 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC594KShares$9.02 Million0.0% of portfolio
-
Tap Consulting, LLC321KShares$4.88 Million1.23% of portfolio
-
Fifth Third Securities, Inc.226KShares$3.44 Million0.27% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL197KShares$2.99 Million0.0% of portfolio