Annis Gardner Whiting Capital Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$355 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$98.77 - $114.86 $1,086 - $1,263	11 New	11 $1.26 Million

Others Institutions Holding GRID

# of Institutions

289

Shares Held

8.99M

Call Options Held

Put Options Held

Proficio Capital Partners LLC Newton, MA

7.19M
Shares

$858 Million
0.49% of portfolio
Morgan Stanley New York, NY

882K
Shares

$105 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

823K
Shares

$98.3 Million
0.01% of portfolio
Assetmark, Inc

803K
Shares

$95.8 Million
0.29% of portfolio
Lpl Financial LLC Fort Mill, SC

516K
Shares

$61.6 Million
0.03% of portfolio

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