Triad Wealth Partners, LLC Barclays Bank PLC Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,959 shares of CAPE stock, worth $251,663. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,959Holding current value
$251,663% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CAPE
# of Institutions
49Shares Held
7.07MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC2.05MShares$65 Million5.76% of portfolio
-
Straightline Group LLC Troy, MI1.01MShares$32 Million18.92% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL837KShares$26.5 Million10.89% of portfolio
-
Evensky & Katz LLC532KShares$16.8 Million1.01% of portfolio
-
Foundations Investment Advisors, LLC514KShares$16.3 Million0.27% of portfolio