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 |
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Others Institutions Holding LVHD
# of Institutions
84Shares Held
8.29MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.16MShares$46.7 Million0.09% of portfolio
-
Albion Financial Group1.14MShares$46 Million3.26% of portfolio
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Morgan Stanley New York, NY1.08MShares$43.5 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.03MShares$41.6 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC554KShares$22.4 Million0.0% of portfolio