Triad Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Triad Wealth Partners, LLC
- $191 Billion
- Q2 2024
A detailed history of Triad Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 3,026 shares of UMAY stock, worth $98,859. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,026Holding current value
$98,859% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding UMAY
# of Institutions
54Shares Held
1.53MCall Options Held
0Put Options Held
0-
Brookstone Capital Management536KShares$17.5 Million0.32% of portfolio
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Envestnet Asset Management Inc115KShares$3.76 Million0.0% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH95.4KShares$3.12 Million0.34% of portfolio
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Commonwealth Equity Services, LLC89KShares$2.91 Million0.0% of portfolio
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Castle Rock Wealth Management, LLC61.5KShares$2.01 Million0.51% of portfolio