Gratus Wealth Advisors, LLC First Tr Exchange Traded Fd Transaction History
Gratus Wealth Advisors, LLC
- $580 Billion
- Q2 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 456,493 shares of EDOW stock, worth $16.2 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
456,493
Previous 478,952
4.69%
Holding current value
$16.2 Million
Previous $15.7 Billion
0.0%
% of portfolio
2.7%
Previous 2.88%
Shares
3 transactions
Others Institutions Holding EDOW
# of Institutions
72Shares Held
4.64MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC922KShares$32.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY916KShares$32.6 Million0.0% of portfolio
-
Vestmark Advisory Solutions, Inc.343KShares$12.2 Million0.52% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC220KShares$7.82 Million5.89% of portfolio
-
Commonwealth Equity Services, LLC152KShares$5.42 Million0.01% of portfolio