Triad Wealth Partners, LLC Franklin U.S. Low Volatility H Transaction History
Triad Wealth Partners, LLC
- $277 Billion
- Q4 2024
A detailed history of Triad Wealth Partners, LLC transactions in Franklin U.S. Low Volatility H stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 15,506 shares of LVHD stock, worth $620,550. This represents 0.21% of its overall portfolio holdings.
Number of Shares
15,506Holding current value
$620,550% of portfolio
0.21%Shares
2 transactions
Others Institutions Holding LVHD
# of Institutions
95Shares Held
7.45MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.12MShares$45 Million0.09% of portfolio
-
Morgan Stanley New York, NY991KShares$39.6 Million0.0% of portfolio
-
Albion Financial Group837KShares$33.5 Million2.25% of portfolio
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Lpl Financial LLC Fort Mill, SC750KShares$30 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC470KShares$18.8 Million0.0% of portfolio