Jacobi Capital Management LLC First Tr Nasdaq Clean Edge Sma Transaction History
Jacobi Capital Management LLC
- $1.3 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding GRID
# of Institutions
313Shares Held
10.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$157 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC841KShares$99.8 Million0.01% of portfolio
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Assetmark, Inc763KShares$90.4 Million0.25% of portfolio
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Lpl Financial LLC Fort Mill, SC673KShares$79.9 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA393KShares$46.6 Million0.01% of portfolio