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 $377B AUM 19.32% 1-Year Est. Return

JCM

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

PAG

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

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

EFG

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

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

TRCT

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

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Tallon Kerry Patrick's LEAD Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Siren DIVCON Leaders Dividend ETF (LEAD) in Q4 2024: 6,765 shares worth $448K. The stake represents 0.43% of the portfolio and ranks #47 among its holdings.

27 funds tracked by Wall St. Rank hold LEAD as of Q4 2024.

Tallon Kerry Patrick held 6,765 shares of Siren DIVCON Leaders Dividend ETF worth $448K as of Q4 2024.
Siren DIVCON Leaders Dividend ETF was a new Tallon Kerry Patrick position in Q4 2024.
Siren DIVCON Leaders Dividend ETF made up 0.43% of Tallon Kerry Patrick's portfolio in Q4 2024, its #47 holding.
27 funds tracked by Wall St. Rank held Siren DIVCON Leaders Dividend ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.