Triad Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding PFF
# of Institutions
1,088Shares Held
186MCall Options Held
375KPut Options Held
1.29M-
Bank Of America Corp Charlotte, NC23.9MShares$788 Million0.07% of portfolio
-
Morgan Stanley New York, NY13.8MShares$455 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA8.33MShares$275 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC6.52MShares$215 Million0.1% of portfolio
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Ubs Group Ag6.35MShares$210 Million0.05% of portfolio