TWM
Tradition Wealth Management’s Strategic Trust Running Oak Efficient Growth ETF RUNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
442,237
+13,595
| +3% | +$460K | 1.2% | 21 |
|
|
2025
Q1 | $13.9M | Buy |
428,642
+95,814
| +29% | +$3.11M | 1.22% | 19 |
|
|
2024
Q4 | $10.9M | Buy |
332,828
+291,000
| +696% | +$9.54M | 0.96% | 31 |
|
|
2024
Q3 | $1.4M | Buy |
41,828
+31,792
| +317% | +$1.06M | 0.12% | 141 |
|
|
2024
Q2 | $306K | Buy |
+10,036
| New | +$306K | 0.03% | 310 |
|