Integrated Wealth Concepts LLC First Tr Nasdaq Clean Edge Sma Transaction History
Integrated Wealth Concepts LLC
- $7.02 Billion
- Q2 2024
A detailed history of Integrated Wealth Concepts LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,886 shares of GRID stock, worth $624,039. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,886
Previous 5,306
7.92%
Holding current value
$624,039
Previous $608,000
7.24%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$106 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$82.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$62.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$53.6 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$37.2 Million4.15% of portfolio