Triad Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
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 $211,444. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,679Holding current value
$211,444% of portfolio
0.08%Shares
2 transactions
Others Institutions Holding BJUL
# of Institutions
117Shares Held
3.47MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$15.4 Million0.28% of portfolio
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Integral Investment Advisors, Inc.258KShares$11.7 Million3.11% of portfolio
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Commonwealth Equity Services, LLC215KShares$9.72 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ198KShares$8.95 Million0.02% of portfolio
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High Tower Advisors, LLC Chicago, IL175KShares$7.9 Million0.01% of portfolio