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 9,956 shares of PSEP stock, worth $0. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,956
Previous 9,077 9.68%
Holding current value
$0
Previous $371 Million 15.21%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
879 Added 9.68%
9,956 $428 Million
Q4 2024

Feb 06, 2025
BUY
N/A
9,077 New
9,077 $355 Million
Q2 2024

Jul 18, 2024
BUY
N/A
6,526 New
6,526 $245 Million

Others Institutions Holding PSEP

# of Institutions
234
Shares Held
19.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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