Advisor Os, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Advisor Os, LLC
- $970 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
357Shares Held
12.7MCall Options Held
4.6KPut Options Held
800-
Morgan Stanley New York, NY1.51MShares$234 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.19MShares$185 Million0.01% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.1.04MShares$160 Million1.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC895KShares$138 Million0.04% of portfolio
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Ubs Group Ag777KShares$120 Million0.02% of portfolio