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 37,617 shares of IJUL stock, worth $1.24 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
37,617
Previous 23,096
62.87%
Holding current value
$1.24 Million
Previous $738 Million
66.68%
% of portfolio
0.16%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding IJUL
# of Institutions
113Shares Held
6.2MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$43.9 Million5.58% of portfolio
-
Access Financial Services, Inc.442KShares$14.6 Million6.98% of portfolio
-
Compass Advisory Group LLC416KShares$13.7 Million4.35% of portfolio
-
Blair William & CO Chicago, IL341KShares$11.2 Million0.03% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA326KShares$10.7 Million0.53% of portfolio