Triad Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 12,037 shares of PFEB stock, worth $449,461. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,037
Previous 12,706
5.27%
Holding current value
$449,461
Previous $458 Million
3.27%
% of portfolio
0.16%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding PFEB
# of Institutions
191Shares Held
12.8MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$103 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$47.8 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$30 Million0.07% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$15.7 Million0.36% of portfolio
-
Steward Financial Group LLC406KShares$15.2 Million3.92% of portfolio