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Kelly Strategic Etf Trust shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Kelly Strategic Etf Trust (RUNN) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Kelly Strategic Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Kelly Strategic Etf Trust held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kelly Strategic Etf Trust by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 42k 33.43
2024-06-30 $306k 10k 30.53

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Intl (FNDF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

Top funds holding Kelly Strategic Etf Trust

Royal Bank of Canada
Mutual Advisors
Kovitz Investment Group Partners
TMD Wealth Management
Kestra Advisory Services
Ted Buchan & Co
Ohe Financial
BlackDiamond Wealth Management
Capital Management Associates
Carnick & Kubik
Fullcircle Wealth
Tradition Wealth Management
All Season Financial Advisors
LPL Financial
Great Valley Advisor Group

View all funds holding Kelly Strategic Etf Trust