Tradition Wealth Management, LLC Alps ETF Tr Disruptive Technol Transaction History

Tradition Wealth Management, LLC

$1.04 Billion
Q1 2025

A detailed history of Tradition Wealth Management, LLC transactions in Alps ETF Tr Disruptive Technol stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 21,928 shares of DTEC stock, worth $1.07 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

21,928

Previous 22,000 0.33%

Holding current value

$1.07 Million

Previous $997,000 4.41%

% of portfolio

0.09%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$43.24 - $48.72 $3,113 - $3,507	-72 Reduced 0.33%	21,928 $953,000
Q4 2024 Feb 13, 2025	SELL	$43.37 - $47.65 $955,007 - $1.05 Million	-22,020 Reduced 50.02%	22,000 $997,000
Q3 2024 Nov 14, 2024	BUY	$38.96 - $44.31 $13,012 - $14,799	334 Added 0.76%	44,020 $1.95 Million
Q2 2024 Aug 12, 2024	BUY	$38.81 - $42.9 $390,739 - $431,917	10,068 Added 29.95%	43,686 $1.8 Million
Q1 2024 May 13, 2024	BUY	$39.53 - $42.84 $55,618 - $60,275	1,407 Added 4.37%	33,618 $1.42 Million
Q4 2023 Feb 12, 2024	BUY	$32.38 - $41.67 $16,028 - $20,626	495 Added 1.56%	32,211 $1.34 Million
Q3 2023 Nov 13, 2023	BUY	$34.94 - $40.92 $103,771 - $121,532	2,970 Added 10.33%	31,716 $1.12 Million
Q2 2023 Aug 14, 2023	BUY	$35.38 - $39.68 $213,942 - $239,944	6,047 Added 26.64%	28,746 $1.13 Million
Q1 2023 May 11, 2023	BUY	$33.2 - $38.66 $36,885 - $42,951	1,111 Added 5.15%	22,699 $844,000
Q4 2022 Feb 03, 2023	SELL	$30.45 - $35.59 $410,405 - $479,682	-13,478 Reduced 38.44%	21,588 $717,000
Q3 2022 Nov 14, 2022	SELL	$31.49 - $38.89 $65,877 - $81,357	-2,092 Reduced 5.63%	35,066 $1.1 Million
Q2 2022 Aug 02, 2022	BUY	$31.81 - $43.7 $1.05 Million - $1.45 Million	33,078 Added 810.74%	37,158 $1.23 Million
Q1 2022 May 11, 2022	SELL	$38.15 - $48.63 $8,660 - $11,039	-227 Reduced 5.27%	4,080 $174,000
Q4 2021 Feb 14, 2022	SELL	$46.57 - $52.64 $17,044 - $19,266	-366 Reduced 7.83%	4,307 $208,000
Q1 2021 May 14, 2021	BUY	$42.76 - $50.93 $641 - $763	15 Added 0.32%	4,673 $210,000
Q4 2020 Feb 16, 2021	BUY	$37.54 - $46.29 $174,861 - $215,618	4,658 New	4,658 $215,000

Others Institutions Holding DTEC

# of Institutions

Shares Held

793K

Call Options Held

Put Options Held

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About ALPS ETF TR DISRUPTIVE TECHNOL

Ticker DTEC
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Tradition Wealth Management, LLC Alps ETF Tr Disruptive Technol Transaction History