Triad Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 9,708 shares of PFEB stock, worth $387,640. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,708
Previous 14,171
31.49%
Holding current value
$387,640
Previous $539 Million
28.47%
% of portfolio
0.05%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding PFEB
# of Institutions
221Shares Held
17.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$143 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.57MShares$62.6 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$50.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC1.03MShares$41 Million0.05% of portfolio
-
Brookstone Capital Management965KShares$38.5 Million0.53% of portfolio