Tradition Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding BJAN
# of Institutions
115Shares Held
3.92MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC474KShares$22.1 Million0.03% of portfolio
-
Crown Wealth Group, LLC326KShares$15.2 Million7.66% of portfolio
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Integral Investment Advisors, Inc.229KShares$10.7 Million3.87% of portfolio
-
Penserra Capital Management LLC Orinda, CA221KShares$10.3 Million0.13% of portfolio
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U.S. Capital Wealth Advisors, LLC Austin, TX163KShares$7.56 Million0.3% of portfolio