Tradition Wealth Management, LLC Purchases in Q3 2024

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
13
+ 0.58%
$99.35 - $117.71 $1.29K - $1.53K
2.27K $261K
PAYX
Paychex Inc

Industrials
41
+ 2.4%
$116.17 - $135.19 $4.76K - $5.54K
1.75K $235K
ALE
Allete Inc

Utilities
27
+ 0.16%
$61.67 - $64.65 $1.67K - $1.75K
16.5K $1.06M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
128
+ 0.8%
$20.25 - $22.07 $2.59K - $2.82K
16.1K $355K
IT
Gartner Inc

Technology
1
+ 0.2%
$441.32 - $516.47 $441 - $516
496 $251K
UNP
Union Pacific Corp

Industrials
3
+ 0.23%
$221.78 - $256.09 $665 - $768
1.33K $328K
TTE
Total Energies Se

Energy
171
+ 2.46%
$68.61 - $68.61 $11.7K - $11.7K
7.12K $488K
CGXU
Capital Group Intl Focus Equit

ETFs
6
+ 0.03%
$24.27 - $27.46 $146 - $165
17.4K $469K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
319
+ 1.56%
$24.38 - $25.2 $7.78K - $8.04K
20.8K $522K
OPEN
Opendoor Technologies Inc.

Real Estate
10.4K
New
$1.6 - $2.92 $16.7K - $30.5K
10.4K $20K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.92%
$3305.62 - $4268.05 $3.31K - $4.27K
53 $223K
WSO
Watsco Inc

Industrials
2
+ 0.36%
$448.73 - $519.89 $897 - $1.04K
561 $275K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.05%
$61.11 - $67.85 $122 - $136
4.08K $276K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2
+ 0.11%
$113.45 - $126.18 $227 - $252
1.84K $231K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3
+ 0.21%
$175.46 - $203.3 $526 - $610
1.45K $294K
MAIN
Main Street Capital Corp

Financial Services
294
+ 2.51%
$47.05 - $52.25 $13.8K - $15.4K
12K $602K
EPD
Enterprise Products Partners L.P.

Energy
225
+ 1.09%
$27.88 - $30.0 $6.27K - $6.75K
21K $610K
PBW
Invesco Exchange Traded Fd Tr

ETFs
500
+ 3.69%
$17.77 - $23.99 $8.89K - $12K
14K $281K
XLE
Energy Sector Spdr

ETFs
325
+ 5.67%
$84.35 - $93.39 $27.4K - $30.4K
6.06K $531K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
72
+ 1.39%
$98.23 - $98.97 $7.07K - $7.13K
5.24K $518K
FCX
Freeport Mcmoran Inc

Basic Materials
6
+ 0.12%
$39.52 - $51.92 $237 - $312
4.88K $243K
SUN
Sunoco LP

Energy
554
+ 6.07%
$50.23 - $58.53 $27.8K - $32.4K
9.68K $519K
BA
Boeing CO

Industrials
370
+ 20.72%
$152.04 - $190.6 $56.3K - $70.5K
2.16K $327K
PSEP
Innovator U.S. Equity Power Bu
492
+ 1.5%
N/A
33.3K $0
Innovator Etfs Trust
9.32K
New
N/A
9.32K $0
Linde PLC
8
+ 1.27%
N/A
638 $0
Amplify ETF Tr
1
+ 0.02%
N/A
6.47K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
31
+ 0.25%
N/A
12.6K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
1.22K
+ 48.32%
N/A
3.75K $0
Ishares Tr
32.3K
New
N/A
32.3K $0
Cava Group Inc
2.02K
New
N/A
2.02K $0
MODL
Victory Portfolios Ii Victorys
7.2K
+ 39.4%
N/A
25.5K $0
Victory Portfolios Ii
22.9K
+ 69.44%
N/A
56K $0
Victory Portfolios Ii
13.4K
+ 34.64%
N/A
52.2K $0
J P Morgan Exchange Traded F
59
+ 0.73%
N/A
8.17K $0
JGRO
J P Morgan Exchange Traded Fd
10.7K
+ 10.77%
N/A
110K $0
J P Morgan Exchange Traded F
10.1K
+ 21.51%
N/A
56.9K $0
BAUG
Innovator U.S. Equity Buffer E
6.51K
New
N/A
6.51K $0
Blackrock ETF Trust Ii
9.74K
+ 46.23%
N/A
30.8K $0
Fidelity Wise Origin Bitcoin
2
+ 0.01%
N/A
13.4K $0
GOAU
ETF Ser Solutions Us Global Go
11.1K
New
N/A
11.1K $0
DFRA
Trimtabs ETF Tr Donoghue Forli
2.04K
+ 4.83%
N/A
44.3K $0
Schwab Charles Family Fd
8.37M
+ 143.82%
N/A
14.2M $0
Strategic Trust
31.8K
+ 316.78%
N/A
41.8K $0
Greystone Housing Impact Inv
484
+ 2.39%
N/A
20.7K $0
Innovator Etfs Trust
20.1K
New
N/A
20.1K $0
Innovator Etfs Trust
14.3K
New
N/A
14.3K $0
IOCT
Innovator Etfs Tr Intl Dev Pow
9
+ 0.06%
N/A
15.4K $0
EMR
Emerson Electric CO

Industrials
22
+ 0.64%
$98.19 - $118.87 $2.16K - $2.62K
3.47K $379K
Activity Summary
Buys All Purchases 214 New Holdings 23 Increased Positions 191 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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