Bright Futures Wealth Management, Llc. First Tr Nasdaq Clean Edge Sma Transaction History
Bright Futures Wealth Management, Llc.
- $198 Million
- Q3 2024
A detailed history of Bright Futures Wealth Management, Llc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 20,405 shares of GRID stock, worth $2.59 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
20,405
Previous 22,479
9.23%
Holding current value
$2.59 Million
Previous $2.6 Million
0.08%
% of portfolio
1.31%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
281Shares Held
8.56MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$112 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$105 Million0.01% of portfolio
-
Assetmark, Inc803KShares$102 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$65.5 Million0.03% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ328KShares$41.6 Million4.5% of portfolio