Triad Wealth Partners, LLC Pacer Fds Tr Benchmark Data & 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 SRVR
# of Institutions
103Shares Held
10.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$139 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO1.39MShares$42.4 Million0.04% of portfolio
-
Morgan Stanley New York, NY825KShares$25.2 Million0.0% of portfolio
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Ubs Group Ag488KShares$14.9 Million0.0% of portfolio
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Foster & Motley Inc Cincinnati, OH366KShares$11.2 Million0.75% of portfolio