Tradition Wealth Management, LLC
Holdings in THW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $272,341 | 21,310 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $268,077 | 21,276 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $217,737 | 21,222 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $187,039 | 16,222 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $178,604 | 16,222 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $522,506 | 39,375 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $539,971 | 41,125 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $528,736 | 39,965 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $481,095 | 41,225 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $73,121 | 6,239 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $69,945 | 4,989 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $68,548 | 4,989 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $73,088 | 4,989 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $81,468 | 6,335 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $130,651 | 9,073 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $150,716 | 9,896 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $119,519 | 7,337 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $95,508 | 5,806 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $61,978 | 3,770 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $21,926 | 1,455 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $23,032 | 1,455 | Shares | Sole | 2021-02-16 |