1858 Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
1858 Wealth Management, LLC
- $105 Billion
- Q1 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 7,966 shares of GRID stock, worth $941,899. This represents 0.79% of its overall portfolio holdings.
Number of Shares
7,966
Previous 7,966
-0.0%
Holding current value
$941,899
Previous $834 Million
-0.0%
% of portfolio
0.79%
Previous 0.79%
Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
194Shares Held
4.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY465KShares$54.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$40.6 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC318KShares$37.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ271KShares$32.1 Million3.31% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$30.1 Million0.01% of portfolio