Triad Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 4,679 shares of BJUL stock, worth $232,827. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,679
Previous 4,679
-0.0%
Holding current value
$232,827
Previous $221 Million
5.37%
% of portfolio
0.03%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding BJUL
# of Institutions
121Shares Held
4.09MCall Options Held
0Put Options Held
0-
Brookstone Capital Management549KShares$27.3 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA379KShares$18.9 Million0.25% of portfolio
-
Integral Investment Advisors, Inc.269KShares$13.4 Million3.73% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ226KShares$11.3 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC225KShares$11.2 Million0.01% of portfolio