Tradition Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Advance Capital Management, Inc. Southfield, MI487KShares$17.2 Million1.01% of portfolio
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Mgo One Seven LLC Beachwood, OH279KShares$9.87 Million0.43% of portfolio
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Brookstone Capital Management130KShares$4.6 Million0.08% of portfolio
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Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.46 Million0.05% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.42 Million0.29% of portfolio