Triad Wealth Partners, LLC Innovator 20+ Year Treasury Bo Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$19.08 - $20.4 $1,316 - $1,407	69 New	69 $1.39 Million

Others Institutions Holding TBJL

# of Institutions

18

Shares Held

470K

Call Options Held

0

Put Options Held

0

Arlington Capital Management, Inc. Arlington Heights, IL

178K
Shares

$3.56 Million
2.68% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

67.3K
Shares

$1.35 Million
0.05% of portfolio
Altfest L J & CO Inc

46.8K
Shares

$935,747
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

30.8K
Shares

$617,228
0.0% of portfolio
Capital Investment Advisory Services, LLC

28.5K
Shares

$571,165
0.06% of portfolio

About INNOVATOR 20+ YEAR TREASURY BO

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