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

57

Shares Held

1.36M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

279K
Shares

$10.1 Million
0.43% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.54 Million
0.05% of portfolio
Brookstone Capital Management

78.4K
Shares

$2.84 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

75.3K
Shares

$2.73 Million
0.0% of portfolio
Kfg Wealth Management, LLC Granger, IN

71.2K
Shares

$2.58 Million
0.66% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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