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

2.08M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

584K
Shares

$19.8 Million
0.32% of portfolio
Berger Financial Group, Inc Plymouth, MN

276K
Shares

$9.37 Million
0.78% of portfolio
Kfg Wealth Management, LLC Granger, IN

210K
Shares

$7.15 Million
2.03% of portfolio
Trek Financial, LLC Scottsdale, AZ

163K
Shares

$5.55 Million
0.44% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

112K
Shares

$3.81 Million
0.32% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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