Triad Wealth Partners, LLC Innovator U.S. Equity Ultra 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 Ultra Bu stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 13,179 shares of UOCT stock, worth $507,523. This represents 0.07% of its overall portfolio holdings.
Number of Shares
13,179
Previous 6,054
117.69%
Holding current value
$507,523
Previous $223 Million
127.45%
% of portfolio
0.07%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding UOCT
# of Institutions
72Shares Held
2.33MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC320KShares$12.3 Million0.02% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH216KShares$8.33 Million0.48% of portfolio
-
Mercer Global Advisors Inc Denver, CO116KShares$4.45 Million0.01% of portfolio
-
Cwm, LLC112KShares$4.33 Million0.01% of portfolio
-
Kestra Advisory Services, LLC90.9KShares$3.5 Million0.02% of portfolio