Gradient Investments LLC Rbb Rf Inc Motley Fool 100 Ind Transaction History

Gradient Investments LLC

$3.96 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 26, 2022	SELL	$36.1 - $44.5 $6,173 - $7,609	-171 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$39.37 - $44.66 $6,732 - $7,636	171 New	171 $8,000

Others Institutions Holding TMFC

# of Institutions

138

Shares Held

4.89M

Call Options Held

0

Put Options Held

0

Amplius Wealth Advisors, LLC

902K
Shares

$55.3 Million
5.67% of portfolio
Lpl Financial LLC Fort Mill, SC

665K
Shares

$40.8 Million
0.02% of portfolio
Portfolio Strategies, Inc.

402K
Shares

$24.6 Million
3.48% of portfolio
Raymond James Financial Inc St. Petersburg, FL

380K
Shares

$23.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

283K
Shares

$17.3 Million
0.0% of portfolio

About RBB RF INC MOTLEY FOOL 100 IND

Ticker TMFC
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