Legacy Wealth Managment, Llc/Id First Tr Nasdaq Clean Edge Sma Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 2,577 shares of GRID stock, worth $306,534. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,577
Previous 1,133
127.45%
Holding current value
$306,534
Previous $144,000
113.19%
% of portfolio
0.22%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding GRID
# of Institutions
303Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$157 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$100 Million0.01% of portfolio
-
Assetmark, Inc763KShares$90.7 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$80.1 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$46.7 Million0.01% of portfolio