Bourgeon Capital Management LLC First Tr Nasdaq Clean Edge Sma Transaction History
Bourgeon Capital Management LLC
- $508 Million
- Q2 2024
A detailed history of Bourgeon Capital Management LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,176 shares of GRID stock, worth $386,709. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,176
Previous 5,296
40.03%
Holding current value
$386,709
Previous $606,000
39.44%
% of portfolio
0.07%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$101 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$78.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$59.7 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$51.1 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$35.4 Million4.15% of portfolio