Triad Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$37.97 - $40.68 $32,616 - $34,944	859 New	859 $34.9 Million

Others Institutions Holding BSEP

# of Institutions

115

Shares Held

3.66M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

488K
Shares

$20.4 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

354K
Shares

$14.8 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

286K
Shares

$12 Million
0.02% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

204K
Shares

$8.51 Million
0.02% of portfolio
Cerity Partners LLC New York, NY

161K
Shares

$6.73 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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