Abound Wealth Management First Tr Nasdaq Clean Edge Sma Transaction History
Abound Wealth Management
- $354 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
335Shares Held
11.1MCall Options Held
2.5KPut Options Held
0-
Morgan Stanley New York, NY1.42MShares$202 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.13MShares$161 Million0.01% of portfolio
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Ubs Group Ag784KShares$111 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC773KShares$110 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA481KShares$68.2 Million0.01% of portfolio