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	$30.07 - $31.69 $53,013 - $55,869	1,763 New	1,763 $55.8 Million

Others Institutions Holding UFEB

# of Institutions

62

Shares Held

1.17M

Call Options Held

0

Put Options Held

0

Truist Financial Corp

125K
Shares

$4.12 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.38 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.5K
Shares

$2.59 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.48 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

58.7K
Shares

$1.94 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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