Triad Wealth Partners, LLC Vanguard Wellington Fd U S Qua Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VFQY
# of Institutions
78Shares Held
1.09MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.179KShares$26.4 Million5.11% of portfolio
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Systelligence, LLC122KShares$18 Million4.62% of portfolio
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Foundations Investment Advisors, LLC105KShares$15.4 Million0.34% of portfolio
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Hobart Private Capital, LLC Charlotte, NC100KShares$14.7 Million3.66% of portfolio
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Lpl Financial LLC Fort Mill, SC72.1KShares$10.6 Million0.0% of portfolio