Iht Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Iht Wealth Management, LLC
- $2.59 Billion
- Q1 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 2,989 shares of GRID stock, worth $346,544. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,989
Previous 3,590
16.74%
Holding current value
$346,544
Previous $375,000
8.8%
% of portfolio
0.01%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding GRID
# of Institutions
194Shares Held
4.64MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY465KShares$53.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC343KShares$39.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC318KShares$36.9 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ271KShares$31.4 Million3.31% of portfolio
-
Wells Fargo & Company San Francisco, CA255KShares$29.6 Million0.01% of portfolio