Number of Shares
7,151
Previous 6,872 4.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
N/A
279 Added 4.06%
7,151 $0
Q2 2025

Aug 12, 2025

SELL
N/A
-7,100 Reduced 50.82%
6,872 $0
Q1 2025

May 14, 2025

BUY
N/A
82 Added 0.59%
13,972 $0
Q4 2024

Feb 13, 2025

BUY
N/A
488 Added 3.64%
13,890 $0
Q3 2024

Nov 14, 2024

BUY
N/A
2 Added 0.01%
13,402 $0
Q2 2024

Aug 12, 2024

SELL
N/A
-19 Reduced 0.14%
13,400 $0
Q1 2024

May 13, 2024

BUY
N/A
13,419 New
13,419 $0
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.