Triad Wealth Partners, LLC First Tr Enhanced Traded Fd Iv Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding FTSM
# of Institutions
419Shares Held
83.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.1MShares$724 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.37MShares$501 Million0.23% of portfolio
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Wells Fargo & Company San Francisco, CA8.01MShares$479 Million0.12% of portfolio
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Ubs Group Ag3.74MShares$224 Million0.06% of portfolio
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Bank Of America Corp Charlotte, NC2.92MShares$175 Million0.02% of portfolio