Tradition Wealth Management, LLC Donoghue Forlines Tactical Hig Transaction History
Tradition Wealth Management, LLC
- $957 Million
- Q1 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 13,350 shares of DFHY stock, worth $278,080. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,350
Previous 14,930
10.58%
Holding current value
$278,080
Previous $314,000
10.19%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFHY
# of Institutions
23Shares Held
2.05MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.06MShares$22.2 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA332KShares$6.92 Million0.03% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL188KShares$3.91 Million0.26% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA107KShares$2.23 Million0.01% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY100KShares$2.09 Million0.02% of portfolio