Aprio Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Aprio Wealth Management, LLC
- $514 Million
- Q2 2024
A detailed history of Aprio Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 54,017 shares of GRID stock, worth $6.39 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
54,017
Previous 2,190
2366.53%
Holding current value
$6.39 Million
Previous $250,000
2397.2%
% of portfolio
1.21%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$98.2 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$76.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$58 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$49.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$34.4 Million4.15% of portfolio