Triad Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding UFEB
# of Institutions
63Shares Held
1.03MCall Options Held
0Put Options Held
0-
Truist Financial Corp122KShares$4.02 Million0.01% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH102KShares$3.39 Million0.28% of portfolio
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Commonwealth Equity Services, LLC75.1KShares$2.48 Million0.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ74KShares$2.44 Million0.01% of portfolio
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Brookstone Capital Management57.3KShares$1.89 Million0.03% of portfolio