Iht Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,252 shares of GRID stock, worth $518,531. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,252
Previous 3,470
22.54%
Holding current value
$518,531
Previous $401,000
34.91%
% of portfolio
0.02%
Previous 0.02%
Shares
15 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$108 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$100 Million0.01% of portfolio
-
Assetmark, Inc803KShares$97.9 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.9 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$61.7 Million0.01% of portfolio