Triad Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding BJAN
# of Institutions
117Shares Held
3.61MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$14.9 Million7.26% of portfolio
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Penserra Capital Management LLC Orinda, CA321KShares$14.3 Million0.28% of portfolio
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Integral Investment Advisors, Inc.249KShares$11.1 Million3.81% of portfolio
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Marcum Wealth, LLC157KShares$7.02 Million0.64% of portfolio
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High Tower Advisors, LLC Chicago, IL145KShares$6.46 Million0.01% of portfolio