Tallon Kerry Patrick’s Siren DIVCON Leaders Dividend ETF LEAD Stock Holding History

Tallon Kerry Patrick’s Portfolio LEAD Stock Details LEAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$448K	Buy	+6,765	New	+$470K	0.43%	47

Other funds holding LEAD

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return