Triad Wealth Partners, LLC Franklin U.S. Low Volatility H 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 |
|---|
Others Institutions Holding LVHD
# of Institutions
86Shares Held
7.89MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.14MShares$44.2 Million0.1% of portfolio
-
Albion Financial Group1.14MShares$44.2 Million3.26% of portfolio
-
Morgan Stanley New York, NY1.06MShares$41 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC764KShares$29.6 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC511KShares$19.8 Million0.0% of portfolio