Tradition Wealth Management, LLC INNOVATOR ETFS TRUST Transaction History

Tradition Wealth Management, LLC

  • $1.04 Billion
  • Q1 2025
Number of Shares
12,481
Previous 12,746 2.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
N/A
-265 Reduced 2.08%
12,481 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-525 Reduced 3.96%
12,746 $0
Q1 2024

May 13, 2024
SELL
N/A
-135 Reduced 1.01%
13,271 $0
Q4 2023

Feb 12, 2024
SELL
N/A
-747 Reduced 5.28%
13,406 $384,000
Q3 2023

Nov 13, 2023
SELL
N/A
-4 Reduced 0.03%
14,153 $388,000
Q2 2023

Aug 14, 2023
SELL
N/A
-2 Reduced 0.01%
14,157 $402,000
Q1 2023

May 11, 2023
BUY
N/A
27 Added 0.19%
14,159 $399,000
Q4 2022

Feb 03, 2023
SELL
N/A
-6,305 Reduced 30.85%
14,132 $385,000
Q3 2022

Nov 14, 2022
SELL
N/A
-192 Reduced 0.93%
20,437 $509,000
Q2 2022

Aug 02, 2022
SELL
N/A
-337 Reduced 1.61%
20,629 $559,000
Q1 2022

May 11, 2022
BUY
N/A
4,514 Added 27.44%
20,966 $596,000
Q4 2021

Feb 14, 2022
BUY
N/A
335 Added 2.08%
16,452 $487,000
Q2 2021

Aug 09, 2021
SELL
N/A
-152,494 Reduced 90.44%
16,117 $500,000
Q1 2021

May 14, 2021
BUY
N/A
5,033 Added 3.08%
168,611 $5.11 Million
Q4 2020

Feb 16, 2021
BUY
N/A
163,578 New
163,578 $4.91 Million
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email