1858 Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
1858 Wealth Management, LLC
- $122 Billion
- Q3 2024
A detailed history of 1858 Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, 1858 Wealth Management, LLC holds 7,944 shares of GRID stock, worth $957,331. This represents 0.83% of its overall portfolio holdings.
Number of Shares
7,944
Previous 7,961
0.21%
Holding current value
$957,331
Previous $920 Million
9.85%
% of portfolio
0.83%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.2 Million0.01% of portfolio
-
Assetmark, Inc803KShares$96.7 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$61 Million0.01% of portfolio