Tradition Wealth Management, LLC Simplify Exch Trad Fds Us Eq P Transaction History
Tradition Wealth Management, LLC
- $1.04 Billion
- Q1 2025
Shares
6 transactions
Others Institutions Holding SPD
# of Institutions
45Shares Held
1.92MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL469KShares$17.8 Million0.02% of portfolio
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Ethos Financial Group, LLC King Of Prussia, PA219KShares$8.3 Million0.73% of portfolio
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Authentikos Wealth Advisory, LLC Morgan Hill, CA219KShares$8.3 Million5.7% of portfolio
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Wealth Enhancement Advisory Services, LLC211KShares$8.02 Million0.01% of portfolio
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Commonwealth Equity Services, LLC119KShares$4.52 Million0.01% of portfolio