Triad Wealth Partners, LLC ETF Ser Solutions Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding PPTY
# of Institutions
25Shares Held
3.93MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN3.29MShares$110 Million1.42% of portfolio
-
Tap Consulting, LLC175KShares$5.85 Million1.23% of portfolio
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Vident Advisory, LLC Alpharetta, GA89.4KShares$3 Million0.07% of portfolio
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Mercer Global Advisors Inc Denver, CO87.8KShares$2.94 Million0.01% of portfolio
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Empirical Asset Management, LLC69KShares$2.31 Million0.3% of portfolio