Triad Wealth Partners, LLC Exchange Listed Fds Tr Cabana Call Options Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding TDSC
# of Institutions
18Shares Held
5.94MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC3.66MShares$89.3 Million1.51% of portfolio
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Geo Wealth Management, LLC Chicago, IL1.98MShares$48.4 Million2.11% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI50.5KShares$1.23 Million0.1% of portfolio
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Gts Securities LLC New York, NY43.6KShares$1.06 Million0.05% of portfolio
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Fiat Wealth Management LLC Wayzata, MN32.7KShares$799,5459.64% of portfolio