Tradition Wealth Management, LLC Donoghue Forlines Risk Managed Transaction History

Tradition Wealth Management, LLC

$1.21 Billion
Q3 2025

A detailed history of Tradition Wealth Management, LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 20,391 shares of DFNV stock, worth $783,830. This represents 0.06% of its overall portfolio holdings.

Number of Shares

20,391

Previous 54,046 62.27%

Holding current value

$783,830

Previous $2.06 Million 62.06%

% of portfolio

0.06%

Previous 0.18%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$38.44 - $39.01 $1.29 Million - $1.31 Million	-33,655 Reduced 62.27%	20,391 $783,000
Q2 2025 Aug 12, 2025	SELL	$37.28 - $38.2 $51,073 - $52,334	-1,370 Reduced 2.47%	54,046 $2.06 Million
Q1 2025 May 14, 2025	BUY	$35.75 - $36.91 $607 - $627	17 Added 0.03%	55,416 $1.98 Million
Q4 2024 Feb 13, 2025	BUY	$33.07 - $38.38 $186,217 - $216,117	5,631 Added 11.31%	55,399 $2.01 Million
Q3 2024 Nov 14, 2024	BUY	$29.3 - $33.61 $145,298 - $166,671	4,959 Added 11.07%	49,768 $1.67 Million

Q2 2024 Aug 12, 2024	BUY	$0.0 - $31.57 $0 - $802,130	25,408 Added 130.96%	44,809 $1.41 Million
Q1 2024 May 13, 2024	BUY	$26.98 - $30.62 $64,347 - $73,028	2,385 Added 14.02%	19,401 $591,000
Q4 2023 Feb 12, 2024	SELL	$23.6 - $28.12 $23,080 - $27,501	-978 Reduced 5.44%	17,016 $473,000
Q3 2023 Nov 13, 2023	BUY	$24.54 - $26.7 $399,977 - $435,183	16,299 Added 961.59%	17,994 $447,000
Q2 2023 Aug 14, 2023	BUY	$22.34 - $25.43 $37,866 - $43,103	1,695 New	1,695 $43,000

Others Institutions Holding DFNV

# of Institutions

Shares Held

382K

Call Options Held

Put Options Held

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About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
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Tradition Wealth Management, LLC Donoghue Forlines Risk Managed Transaction History