Impact Partnership Wealth, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Impact Partnership Wealth, LLC
- $381 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$102 Million0.3% of portfolio
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Morgan Stanley New York, NY646KShares$79.5 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC490KShares$60.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$51.7 Million0.02% of portfolio
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Traphagen Investment Advisors LLC Oradell, NJ291KShares$35.9 Million4.15% of portfolio