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

No transaction found.

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

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