Tradition Wealth Management, LLC
CIK Number: 0001843010
1.12B
Market Value
337
# of Holdings
11 months
Avg. Holding Period
76.49%
Win Rate
3.14%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Schwab Strategi... | 27.49 | -0.51% | 418.31K | +0.24% | 43.58M | 36.73 | 3.88% | |
| 2 | Apple Inc | 233.05 | -0.58% | 124.47K | -1.65% | 29.00M | 143.31 | 2.58% | |
| 3 | Invesco Exchang... | 176.02 | +0.77% | 155.88K | -0.55% | 27.93M | 139.92 | 2.49% | |
| 4 | Schwab Strategi... | 33.07 | +0.52% | 736.78K | +2.66% | 27.53M | 31.49 | 2.45% | |
| 5 | Schwab Strategi... | 26.17 | +0.85% | 306.63K | +2.25% | 24.64M | 42.62 | 2.20% |
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