Triad Wealth Partners, LLC Innovator U.S. Equity Ultra Bu 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	$31.69 - $33.71 $52,827 - $56,194	1,667 New	1,667 $56.1 Million

Others Institutions Holding UMAR

# of Institutions

59

Shares Held

2.04M

Call Options Held

0

Put Options Held

0

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.4 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.95 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.63 Million
0.08% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.49 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.45 Million
0.29% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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