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 $434,535. This represents 0.16% of its overall portfolio holdings.
Number of Shares
12,037
Previous 12,706
5.27%
Holding current value
$434,535
Previous $458 Million
3.27%
% of portfolio
0.16%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding PFEB
# of Institutions
195Shares Held
12.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$99.5 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$46.2 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$29.1 Million0.07% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$15.1 Million0.36% of portfolio
-
Steward Financial Group LLC406KShares$14.7 Million3.92% of portfolio