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	$30.92 - $32.03 $5,287 - $5,477	171 New	171 $5.47 Million

Others Institutions Holding UJUN

# of Institutions

50

Shares Held

2.14M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.7 Million
0.32% of portfolio
Trek Financial, LLC Scottsdale, AZ

320K
Shares

$10.8 Million
0.85% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.11 Million
2.03% of portfolio
Berger Financial Group, Inc Plymouth, MN

153K
Shares

$5.16 Million
0.45% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.79 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
Sector ETFs
Industry ETFs

More about UJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.