Tradition Wealth Management, LLC Donoghue Forlines Risk Managed Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
A detailed history of Tradition Wealth Management, LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 44,809 shares of DFNV stock, worth $1.55 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
44,809
Previous 19,401
130.96%
Holding current value
$1.55 Million
Previous $591,000
139.26%
% of portfolio
0.14%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFNV
# of Institutions
21Shares Held
1.81MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc747KShares$25.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL250KShares$8.64 Million0.01% of portfolio
-
Mml Investors Services, LLC Springfield, MA245KShares$8.44 Million0.03% of portfolio
-
Donoghue Forlines LLC144KShares$4.97 Million1.33% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL135KShares$4.64 Million0.28% of portfolio