Tradition Wealth Management, LLC
Position in CPTL — Global X Conscious Companies ETF
CIK 1843010
EDINA, MN
All Filings in CPTL
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 CPTL | $43,520 | 1,303 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 CPTL | $38,907 | 1,303 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 CPTL | $49,011 | 1,580 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 CPTL | $46,594 | 1,580 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 CPTL | $43,556 | 1,573 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 CPTL | $35,407 | 1,388 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 CPTL | $33,326 | 1,247 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 CPTL | $40,421 | 1,247 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 CPTL | $42,673 | 1,238 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 CPTL | $38,823 | 1,238 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 CPTL | $33,581 | 1,073 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 CPTL | $25,477 | 874 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 CPTL | $23,715 | 869 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||