Img Wealth Management, Inc. First Tr Nasdaq Clean Edge Sma Transaction History

Img Wealth Management, Inc.

$108 Billion
Q4 2024

A detailed history of Img Wealth Management, Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Img Wealth Management, Inc. holds 1 shares of GRID stock, worth $120. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$120

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$119.34 - $127.78 $119 - $127	1 New	1 $119,000

Others Institutions Holding GRID

# of Institutions

295

Shares Held

9.52M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

882K
Shares

$107 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

823K
Shares

$99.4 Million
0.01% of portfolio
Assetmark, Inc

763K
Shares

$92.1 Million
0.25% of portfolio
Lpl Financial LLC Fort Mill, SC

516K
Shares

$62.3 Million
0.03% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

328K
Shares

$39.6 Million
4.5% of portfolio

View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

Ticker GRID
Sector ETFs
Industry ETFs

More about GRID

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Img Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Img Wealth Management, Inc. with notifications on news.

Account

Img Wealth Management, Inc. First Tr Nasdaq Clean Edge Sma Transaction History