Triad Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding SPTM
# of Institutions
611Shares Held
86.4MCall Options Held
11.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.72MShares$638 Million0.28% of portfolio
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Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
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Cwm, LLC3.4MShares$248 Million1.02% of portfolio
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Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
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Envestnet Asset Management Inc2.67MShares$195 Million0.06% of portfolio