Gitterman Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Gitterman Wealth Management, LLC
- $257 Million
- Q2 2024
A detailed history of Gitterman Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 172,971 shares of GRID stock, worth $20.5 Million. This represents 7.77% of its overall portfolio holdings.
Number of Shares
172,971
Previous 180,971
4.42%
Holding current value
$20.5 Million
Previous $20.7 Million
3.62%
% of portfolio
7.77%
Previous 8.09%
Shares
2 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