Triad Wealth Partners, LLC Ishares Tr Transaction History
Triad Wealth Partners, LLC
- $322 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding IFRA
# of Institutions
405Shares Held
31.2MCall Options Held
800Put Options Held
200-
Bank Of America Corp Charlotte, NC9.87MShares$469 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.98MShares$94.2 Million0.01% of portfolio
-
Wharton Business Group, LLC Malvern, PA1.66MShares$78.6 Million3.38% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.1MShares$52.2 Million0.02% of portfolio
-
Mariner, LLC Overland Park, KS979KShares$46.4 Million0.08% of portfolio