Triad Wealth Partners, LLC Invesco Actively Managed ETF T Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding GTO
# of Institutions
179Shares Held
28.1MCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ3.16MShares$149 Million0.36% of portfolio
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Envestnet Asset Management Inc2.51MShares$118 Million0.04% of portfolio
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Lpl Financial LLC Fort Mill, SC2.29MShares$108 Million0.05% of portfolio
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Cwm, LLC1.46MShares$68.8 Million0.3% of portfolio
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Morgan Stanley New York, NY1.36MShares$64 Million0.0% of portfolio