Jacobi Capital Management LLC First Tr Nasdaq Clean Edge Sma Transaction History
Jacobi Capital Management LLC
- $1.29 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.96MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$110 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$103 Million0.01% of portfolio
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Assetmark, Inc803KShares$99.9 Million0.29% of portfolio
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Lpl Financial LLC Fort Mill, SC516KShares$64.2 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$63 Million0.01% of portfolio