Tradition Wealth Management, LLC Donoghue Forlines Risk Managed Call Options Transaction History
Tradition Wealth Management, LLC
- $988 Million
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Mml Investors Services, LLC Springfield, MA245KShares$8.44 Million0.03% of portfolio
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Donoghue Forlines LLC144KShares$4.97 Million1.33% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL135KShares$4.64 Million0.28% of portfolio