Triad Wealth Partners, LLC Innovator U.S. Equity Buffer E 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	$38.96 - $41.78 $182,293 - $195,488	4,679 New	4,679 $195 Million

Others Institutions Holding BJUL

# of Institutions

111

Shares Held

4.02M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$25.7 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$16.8 Million
0.27% of portfolio
Integral Investment Advisors, Inc.

247K
Shares

$11.1 Million
3.86% of portfolio
Penserra Capital Management LLC Orinda, CA

239K
Shares

$10.7 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$7.24 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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