Triad Wealth Partners, LLC Spdr Ser Tr S&P Transn ETF 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	$74.88 - $83.53 $2,396 - $2,672	32 New	32 $2.5 Million

Others Institutions Holding XTN

# of Institutions

88

Shares Held

1.1M

Call Options Held

2.1K

Put Options Held

1.2K

Phoenix Holdings Ltd. Givatayim, L3

605K
Shares

$55.4 Million
0.75% of portfolio
Morgan Stanley New York, NY

50.8K
Shares

$4.65 Million
0.0% of portfolio
Moss Adams Wealth Advisors LLC Seattle, WA

46.6K
Shares

$4.27 Million
0.42% of portfolio
Bank Of America Corp Charlotte, NC

37.2K
Shares

$3.41 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

36.9K
Shares

$3.38 Million
0.0% of portfolio

About SPDR SER TR S&P TRANSN ETF

Ticker XTN
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