Tradition Wealth Management, LLC Donoghue Forlines Risk Managed Call Options Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFNV

# of Institutions

21

Shares Held

1.77M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

720K
Shares

$27 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

250K
Shares

$9.38 Million
0.01% of portfolio
Mml Investors Services, LLC Springfield, MA

237K
Shares

$8.86 Million
0.03% of portfolio
Donoghue Forlines LLC

140K
Shares

$5.24 Million
1.37% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

135K
Shares

$5.04 Million
0.28% of portfolio

About DONOGHUE FORLINES RISK MANAGED

Ticker DFNV
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