Tradition Wealth Management, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,012,180 | 82,345 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $3,224,077 | 81,375 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $3,555,082 | 98,261 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $3,153,126 | 96,900 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $3,001,138 | 94,703 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,083,746 | 93,988 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,491,693 | 91,204 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,967,999 | 72,997 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,829,524 | 68,419 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,827,205 | 74,126 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,914,601 | 69,825 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,836,384 | 64,707 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,829,634 | 64,720 | Shares | Sole | 2023-02-03 |
| 2022-09-30 | $2,055,176 | 75,447 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $2,399,648 | 77,408 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $2,723,044 | 78,769 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $2,735,040 | 77,877 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,398,197 | 42,667 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,214,505 | 35,398 | Shares | Sole | 2021-08-09 |
| 2021-03-31 | $993,576 | 29,659 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $582,252 | 17,757 | Shares | Sole | 2021-02-16 |