J.W. Cole Advisors, Inc. First Tr Nasdaq Clean Edge Sma Transaction History
J.W. Cole Advisors, Inc.
- $3.14 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding GRID
# of Institutions
330Shares Held
11.1MCall Options Held
400Put Options Held
0-
Morgan Stanley New York, NY1.42MShares$204 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.13MShares$162 Million0.01% of portfolio
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Ubs Group Ag784KShares$112 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC773KShares$111 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA481KShares$68.9 Million0.01% of portfolio