Gratus Wealth Advisors, LLC First Tr Exchange Traded Fd Transaction History
Gratus Wealth Advisors, LLC
- $625 Billion
- Q4 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 41,032 shares of EDOW stock, worth $1.44 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
41,032
Previous 76,034
46.03%
Holding current value
$1.44 Million
Previous $2.7 Billion
44.83%
% of portfolio
0.24%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding EDOW
# of Institutions
77Shares Held
5.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.15MShares$40.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY817KShares$28.7 Million0.0% of portfolio
-
Cambridge Investment Research Advisors, Inc.679KShares$23.9 Million0.08% of portfolio
-
Vestmark Advisory Solutions, Inc.341KShares$12 Million0.47% of portfolio
-
Pom Investment Strategies, LLC Raleigh, NC197KShares$6.92 Million8.33% of portfolio