Triad Wealth Partners, LLC Innovator Growth 100 Power Buf Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$56.18 - $59.46 $22,584 - $23,902	402 New	402 $23.9 Million

Others Institutions Holding NJUL

# of Institutions

99

Shares Held

2.69M

Call Options Held

0

Put Options Held

0

Round Table Services, LLC

483K
Shares

$30.1 Million
3.99% of portfolio
Mai Capital Management

128K
Shares

$8.01 Million
0.08% of portfolio
Commonwealth Equity Services, LLC

108K
Shares

$6.73 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

101K
Shares

$6.32 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.5K
Shares

$5.9 Million
0.01% of portfolio

About INNOVATOR GROWTH-100 POWER BUF

Ticker NJUL
Sector Technology

More about NJUL

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