Shira Ridge Wealth Management First Tr Nasdaq Clean Edge Sma Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 2024
A detailed history of Shira Ridge Wealth Management transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Shira Ridge Wealth Management holds 2,628 shares of GRID stock, worth $319,985. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,628
Previous 2,977
11.72%
Holding current value
$319,985
Previous $341 Million
10.98%
% of portfolio
0.17%
Previous 0.2%
Shares
7 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$101 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$78.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$59.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$51.1 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$35.4 Million4.15% of portfolio