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	$30.26 - $31.94 $91,566 - $96,650	3,026 New	3,026 $96.6 Million

Others Institutions Holding UMAY

# of Institutions

50

Shares Held

934K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

115K
Shares

$3.94 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

85.6K
Shares

$2.92 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$2 Million
0.48% of portfolio
Kestra Advisory Services, LLC

58.1K
Shares

$1.98 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

43.3K
Shares

$1.48 Million
0.38% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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