Triad Wealth Partners, LLC Innovator Etfs Tr Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 82,013 shares of BALT stock, worth $2.71 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
82,013
Previous 35,032 134.11%
Holding current value
$2.71 Million
Previous $1.12 Billion 139.51%
% of portfolio
0.35%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$32.11 - $32.82 $1.51 Million - $1.54 Million
46,981 Added 134.11%
82,013 $2.69 Billion
Q2 2025

Jul 21, 2025
BUY
$30.33 - $32.1 $473,633 - $501,273
15,616 Added 80.43%
35,032 $1.12 Billion
Q1 2025

May 14, 2025
BUY
$31.31 - $31.89 $293,875 - $299,319
9,386 Added 93.58%
19,416 $609 Million
Q4 2024

Feb 06, 2025
BUY
$30.76 - $31.55 $308,522 - $316,446
10,030 New
10,030 $315 Million
Q2 2024

Jul 18, 2024
BUY
$28.96 - $30.04 $62,553 - $64,886
2,160 New
2,160 $64.9 Million

Others Institutions Holding BALT

# of Institutions
236
Shares Held
38.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email