Triad Wealth Partners, LLC First Tr ETF Viii Cboe Vest Us Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$41.9 - $44.08 $70,894 - $74,583	1,692 New	1,692 $74.6 Million

Others Institutions Holding FAUG

# of Institutions

153

Shares Held

5.79M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

449K
Shares

$21.3 Million
0.05% of portfolio
Envestnet Asset Management Inc

399K
Shares

$18.9 Million
0.01% of portfolio
Cwm, LLC

374K
Shares

$17.7 Million
0.07% of portfolio
Mc Carthy & Cox Marysville, OH

338K
Shares

$16 Million
5.45% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

244K
Shares

$11.6 Million
0.02% of portfolio

About FIRST TR ETF VIII CBOE VEST US

Ticker FAUG
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