Triad Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 95,509 shares of PJUL stock, worth $4.36 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
95,509
Previous 53,978
76.94%
Holding current value
$4.36 Million
Previous $2.37 Billion
84.0%
% of portfolio
0.56%
Previous 0.48%
Shares
5 transactions
Others Institutions Holding PJUL
# of Institutions
271Shares Held
22.1MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.3MShares$151 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.39MShares$63.7 Million0.83% of portfolio
-
Allworth Financial LP1.31MShares$59.8 Million0.27% of portfolio
-
Brookstone Capital Management797KShares$36.4 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC735KShares$33.6 Million0.04% of portfolio