Kingsview Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Kingsview Wealth Management, LLC
- $3.97 Billion
- Q2 2024
A detailed history of Kingsview Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,910 shares of GRID stock, worth $1.71 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,910
Previous 12,916
7.7%
Holding current value
$1.71 Million
Previous $1.48 Million
8.58%
% of portfolio
0.04%
Previous 0.04%
Shares
14 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$102 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$79.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$60.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$51.7 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$35.9 Million4.15% of portfolio