Triad Wealth Partners, LLC
Position in XIMR — FT Vest U.S. Equity Buffer & Premium Income ETF - March
CIK 2012717
LAWRENCE, KS
All Filings in XIMR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XIMR | $317,600 | 10,275 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 XIMR | $561,201 | 17,993 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 XIMR | $1,067,063 | 34,169 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||