Triad Wealth Partners, LLC Options Holdings

Triad Wealth Partners, LLC

  • $191 Billion
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,003
  • Current Value $191 Billion
  • Prior Value $130 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 944 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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