Creative One Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Creative One Wealth, LLC
- $2.98 Billion
- Q1 2025
A detailed history of Creative One Wealth, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Creative One Wealth, LLC holds 1,951 shares of GRID stock, worth $270,213. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,951
Previous 1,871
4.28%
Holding current value
$270,213
Previous $223,000
1.35%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
317Shares Held
11MCall Options Held
400Put Options Held
0-
Morgan Stanley New York, NY1.42MShares$197 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.13MShares$157 Million0.01% of portfolio
-
Ubs Group Ag784KShares$109 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC773KShares$107 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA481KShares$66.6 Million0.01% of portfolio