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

Triad Wealth Partners, LLC

$277 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$31.27 - $32.54 $5,347 - $5,564	171 New	171 $5.56 Million

Others Institutions Holding UJUL

# of Institutions

68

Shares Held

2.53M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

260K
Shares

$8.71 Million
2.33% of portfolio
Kestra Advisory Services, LLC

251K
Shares

$8.4 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

241K
Shares

$8.08 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

229K
Shares

$7.68 Million
0.64% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.3 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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