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 95,427 shares of POCT stock, worth $4.12 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
95,427
Previous 55,967
70.51%
Holding current value
$4.12 Million
Previous $2.31 Billion
77.94%
% of portfolio
0.53%
Previous 0.47%
Shares
4 transactions
Others Institutions Holding POCT
# of Institutions
222Shares Held
18.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio