Annis Gardner Whiting Capital Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$352 Billion
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$98.77 - $114.86 $1,086 - $1,263	11 New	11 $1.26 Million

Others Institutions Holding GRID

# of Institutions

244

Shares Held

6.89M

Call Options Held

Put Options Held

Assetmark, Inc

830K
Shares

$104 Million
0.3% of portfolio
Morgan Stanley New York, NY

646K
Shares

$80.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

490K
Shares

$61.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

420K
Shares

$52.5 Million
0.02% of portfolio
Traphagen Investment Advisors LLC Oradell, NJ

291K
Shares

$36.4 Million
4.15% of portfolio

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