Bogart Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Bogart Wealth, LLC holds 22,944 shares of GRID stock, worth $2.88 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
22,944
Previous 21,593
6.26%
Holding current value
$2.88 Million
Previous $2.5 Million
16.99%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
274Shares Held
8.98MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$111 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$104 Million0.01% of portfolio
-
Assetmark, Inc803KShares$101 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$64.8 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63.6 Million0.01% of portfolio