Triad Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 12,863 shares of UJAN stock, worth $545,391. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,863
Previous 6,280
104.82%
Holding current value
$545,391
Previous $254 Million
113.3%
% of portfolio
0.07%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding UJAN
# of Institutions
106Shares Held
4.05MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL858KShares$36.4 Million4.78% of portfolio
-
Sonoma Allocations LLC Santa Rosa, CA427KShares$18.1 Million6.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH205KShares$8.71 Million0.5% of portfolio
-
Commonwealth Equity Services, LLC187KShares$7.95 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ140KShares$5.93 Million0.01% of portfolio