Triad Wealth Partners, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DJUL
# of Institutions
91Shares Held
3.94MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph730KShares$30.7 Million10.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ277KShares$11.7 Million0.03% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$10.9 Million0.01% of portfolio
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Envestnet Asset Management Inc231KShares$9.75 Million0.0% of portfolio
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Ignite Planners, LLC203KShares$8.53 Million2.0% of portfolio