Triad Wealth Partners, LLC Spdr Bloomberg Investment Grad 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	$30.69 - $30.88 $3,928 - $3,952	128 New	128 $3.95 Million

Others Institutions Holding FLRN

# of Institutions

337

Shares Held

56M

Call Options Held

1.4K

Put Options Held

12.2K

Ameriprise Financial Inc Minneapolis, MN

3.63M
Shares

$112 Million
0.03% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.19M
Shares

$98.3 Million
0.3% of portfolio
Wealthfront Advisers LLC

3.01M
Shares

$92.7 Million
0.31% of portfolio
Morgan Stanley New York, NY

2.32M
Shares

$71.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.29M
Shares

$70.5 Million
0.03% of portfolio

About SPDR BLOOMBERG INVESTMENT GRAD

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