Abound Wealth Management First Tr Nasdaq Clean Edge Sma Transaction History
Abound Wealth Management
- $271 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$104 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$81.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC490KShares$61.7 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$52.8 Million0.02% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ291KShares$36.6 Million4.15% of portfolio