Tradition Wealth Management’s NGL Energy Partners NGL Stock Holding History

Tradition Wealth Management’s Portfolio NGL Stock Details NGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,500	Closed	-$14K	–	901
2023 Q4	$14K	Hold	2,500	–	–	﹤0.01%	928
2023 Q3	$10K	Hold	2,500	–	–	﹤0.01%	1014
2023 Q2	$10K	Hold	2,500	–	–	﹤0.01%	1039
2023 Q1	$7K	Hold	2,500	–	–	﹤0.01%	1080
2022 Q4	$3K	Hold	2,500	–	–	﹤0.01%	1121
2022 Q3	$3K	Hold	2,500	–	–	﹤0.01%	1156
2022 Q2	$4K	Hold	2,500	–	–	﹤0.01%	1002
2022 Q1	$6K	Hold	2,500	–	–	﹤0.01%	1004
2021 Q4	$5K	Hold	2,500	–	–	﹤0.01%	1058
2021 Q3	$6K	Hold	2,500	–	–	﹤0.01%	1007
2021 Q2	$6K	Buy	+2,500	New	+$5.6K	﹤0.01%	1047
2021 Q1	–	Sell	-2,500	Closed	-$6K	–	943
2020 Q4	$6K	Buy	+2,500	New	+$7.45K	﹤0.01%	829

Other funds holding NGL

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return