Triad Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

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 9,077 shares of PSEP stock, worth $0. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,077

Holding current value

% of portfolio

0.13%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	N/A	9,077 New	9,077 $355 Million
Q2 2024 Jul 18, 2024	BUY	N/A	6,526 New	6,526 $245 Million

Others Institutions Holding PSEP

# of Institutions

206

Shares Held

20.6M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

3.52M
Shares

$0
0.0% of portfolio
Ae Wealth Management LLC

1.42M
Shares

$0
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.15M
Shares

$0
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.03M
Shares

$0
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.03M
Shares

$0
0.86% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

More about PSEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Account

Triad Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History