Tradition Wealth Management, LLC Donoghue Forlines Tactical Hig Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Tradition Wealth Management, LLC transactions in Donoghue Forlines Tactical Hig stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 10,191 shares of DFHY stock, worth $217,374. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,191
Previous 13,350
23.66%
Holding current value
$217,374
Previous $277,000
20.58%
% of portfolio
0.02%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFHY
# of Institutions
20Shares Held
1.95MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.02MShares$21.7 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA330KShares$7.04 Million0.03% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL178KShares$3.8 Million0.23% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA102KShares$2.18 Million0.01% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY97.8KShares$2.09 Million0.02% of portfolio