Triad Wealth Partners, LLC First Tr Tactical High Yield L 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	$40.2 - $41.01 $7,316 - $7,463	182 New	182 $7.4 Million

Others Institutions Holding HYLS

# of Institutions

217

Shares Held

30.8M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

6.8M
Shares

$284 Million
0.54% of portfolio
Morgan Stanley New York, NY

4.33M
Shares

$181 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.18M
Shares

$133 Million
0.06% of portfolio
First Trust Advisors LP Wheaton, IL

2.57M
Shares

$108 Million
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

2.27M
Shares

$94.8 Million
0.02% of portfolio

About FIRST TR TACTICAL HIGH YIELD L

Ticker HYLS
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