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

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$32.76 - $34.29 $32,497 - $34,015	992 New	992 $34 Million

Others Institutions Holding UDEC

# of Institutions

66

Shares Held

3.03M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

955K
Shares

$34.1 Million
0.56% of portfolio
Sovran Advisors, LLC San Diego, CA

257K
Shares

$9.15 Million
1.28% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.82 Million
1.89% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

110K
Shares

$3.92 Million
0.31% of portfolio
Donald L. Hagan, LLC

106K
Shares

$3.8 Million
2.03% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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