Tradition Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding BMAY
# of Institutions
88Shares Held
2.45MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA337KShares$13.6 Million0.29% of portfolio
-
Valtinson Bruner Financial Planning LLC225KShares$9.05 Million3.83% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$5.69 Million0.0% of portfolio
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Commonwealth Equity Services, LLC132KShares$5.3 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ116KShares$4.68 Million0.01% of portfolio