Triad Wealth Partners, LLC Barclays Bank PLC Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,959 shares of CAPE stock, worth $248,161. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,959Holding current value
$248,161% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CAPE
# of Institutions
45Shares Held
6.94MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$62 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI971KShares$30.3 Million19.26% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$27.2 Million10.82% of portfolio
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Evensky & Katz LLC552KShares$17.2 Million1.07% of portfolio
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Foundations Investment Advisors, LLC514KShares$16 Million0.27% of portfolio