Triad Wealth Partners, LLC
Position in XISE — FT Vest U.S. Equity Buffer & Premium Income ETF - September
CIK 2012717
LAWRENCE, KS
All Filings in XISE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XISE | $4,384,194 | 146,291 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 XISE | $19,116,067 | 628,818 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 XISE | $21,171,670 | 700,492 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||