Strategic Financial Concepts, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Strategic Financial Concepts, LLC
- $314 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
260Shares Held
7.7MCall Options Held
0Put Options Held
0-
Assetmark, Inc803KShares$102 Million0.29% of portfolio
-
Morgan Stanley New York, NY646KShares$81.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$65.3 Million0.03% of portfolio
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International Assets Investment Management, LLC Orlando, FL506KShares$64 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC490KShares$62.1 Million0.01% of portfolio