Triad Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding UAPR
# of Institutions
79Shares Held
3.7MCall Options Held
0Put Options Held
0-
Brookstone Capital Management686KShares$21.2 Million0.34% of portfolio
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Ae Wealth Management LLC316KShares$9.75 Million0.1% of portfolio
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Tradition Wealth Management, LLC298KShares$9.19 Million0.88% of portfolio
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Commonwealth Equity Services, LLC279KShares$8.62 Million0.01% of portfolio
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Kfg Wealth Management, LLC Granger, IN227KShares$7 Million1.99% of portfolio