TWM
HEAL

Tradition Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Tradition Wealth Management’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-267
Closed -$8K – 1232
2023
Q4 		$8K Buy
+267
New +$7.16K ﹤0.01% 1051

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's HEAL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2024, closing a stake of 267 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in HEAL in Q4 2023 and held it in 1 quarter. The position peaked at $8K in Q4 2023. 38 funds tracked by Wall St. Rank hold HEAL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 267 Global X Funds Global X HealthTech ETF shares in Q1 2024, an estimated $8K.
  • Tradition Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q4 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $8K in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.