Triad Wealth Partners, LLC First Exc Trd Viii Cboe Vest U Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DJAN
# of Institutions
81Shares Held
3.4MCall Options Held
0Put Options Held
0-
Brookstone Capital Management439KShares$17 Million0.28% of portfolio
-
Ifp Advisors, Inc356KShares$13.8 Million0.55% of portfolio
-
Advisory Services Network, LLC213KShares$8.26 Million0.17% of portfolio
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Mml Investors Services, LLC Springfield, MA198KShares$7.65 Million0.03% of portfolio
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Envestnet Asset Management Inc197KShares$7.61 Million0.0% of portfolio