Gratus Wealth Advisors, LLC First Tr Exchange Traded Fd Transaction History
Gratus Wealth Advisors, LLC
- $612 Billion
- Q3 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 76,034 shares of EDOW stock, worth $2.82 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
76,034
Previous 456,493
83.34%
Holding current value
$2.82 Million
Previous $15.7 Billion
82.78%
% of portfolio
0.44%
Previous 2.7%
Shares
4 transactions
Others Institutions Holding EDOW
# of Institutions
66Shares Held
4.07MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC950KShares$35.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY899KShares$33.3 Million0.0% of portfolio
-
Vestmark Advisory Solutions, Inc.338KShares$12.5 Million0.5% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC221KShares$8.19 Million6.21% of portfolio
-
Commonwealth Equity Services, LLC162KShares$5.99 Million0.01% of portfolio