Tradition Wealth Management, LLC Global X Fds Global X Consciou Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$29.65 - $32.14 $8,213 - $8,902	-277 Reduced 17.53%	1,303 $39,000
Q1 2023 May 11, 2023	BUY	$27.55 - $30.25 $192 - $211	7 Added 0.45%	1,580 $47,000
Q4 2022 Feb 03, 2023	BUY	$25.61 - $29.64 $4,737 - $5,483	185 Added 13.33%	1,573 $44,000
Q3 2022 Nov 14, 2022	BUY	$25.51 - $30.73 $3,596 - $4,332	141 Added 11.31%	1,388 $35,000
Q1 2022 May 11, 2022	BUY	$29.58 - $34.52 $266 - $310	9 Added 0.73%	1,247 $40,000
Q3 2021 Nov 12, 2021	BUY	$31.11 - $33.22 $5,133 - $5,481	165 Added 15.38%	1,238 $39,000
Q2 2021 Aug 09, 2021	BUY	$29.43 - $31.41 $5,856 - $6,250	199 Added 22.77%	1,073 $34,000
Q1 2021 May 14, 2021	BUY	$26.93 - $29.31 $134 - $146	5 Added 0.58%	874 $25,000
Q4 2020 Feb 16, 2021	BUY	$23.81 - $28.6 $20,690 - $24,853	869 New	869 $24,000

Others Institutions Holding KRMA

# of Institutions

46

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Daiwa Securities Group Inc. Tokyo, M0

11.9M
Shares

$477 Million
2.15% of portfolio
Morgan Stanley New York, NY

2.4M
Shares

$96.4 Million
0.01% of portfolio
Geo Wealth Management, LLC Chicago, IL

277K
Shares

$11.1 Million
0.4% of portfolio
Elevation Capital Advisory, LLC Bend, OR

271K
Shares

$10.9 Million
4.69% of portfolio
Lpl Financial LLC Fort Mill, SC

78.9K
Shares

$3.17 Million
0.0% of portfolio

About GLOBAL X FDS GLOBAL X CONSCIOU

Ticker KRMA
Sector ETFs
Industry ETFs

More about KRMA

Track This Portfolio

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.