Collaborative Wealth Managment Inc. First Tr Nasdaq Clean Edge Sma Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,602 shares of GRID stock, worth $567,058. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,602
Previous 4,602
-0.0%
Holding current value
$567,058
Previous $527,000
0.76%
% of portfolio
0.27%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$102 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$79.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$60.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$51.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$35.9 Million4.15% of portfolio